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Craig Phillips

 Craig Phillips

Share profile:
17 Torrens Place
Braddon
ACT
2612
AU

Overview CONTACT THE ADVISER

Craig Phillips Craig Phillips

total Reviews

30

Experience

27yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Phillips Wealth Partners Pty Ltd
Phillips Wealth Partners Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Ausure Pty Ltd
Ausure Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
Socially Responsible InvestmentsSocially Responsible Investments
UK PensionsUK Pensions
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $2,496
  • Ongoing Advice starting from $1,100
  • I charge asset based fees ranging from 0.35% to 1.1%

We offer a no cost or obligation initial meeting to determine what is important to you, why and then how we can help. We have a project approach to getting you started and a part of this is the preparation of the advice/plan and this is typically $2,496 to $5,400 and very comprehensive.

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 30 total)See all

"Craig has provided a holistic approach for our families financial, investment and retirement needs. We have appreciated his attention to specific details regarding short medium and long term goals and suggesting creative solutions towards a viable retirement plan. I can highly recommend his expertise in assisting with financial advice Heather 2614"

Heather , 46-55 9 Mar 2018

"This was the first time that we had approached any financial consultant in relation to planning our finance and our future. Craig really helped us to understand how we stand now and provided some options for us to consider to place us is a good spot in the future. We have taken Craig's advice and believe that we have made the right decision."

Sigy, 35-45 4 Mar 2018

"Fantastic nature and extremely easy and enjoyable to work with. Not a dynamic advisor but that maybe more reflective of my wife's risk profile. Could pay more attention to detail at times."

Gary, 46-55 28 Feb 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 27 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

17 Torrens Place, Braddon
ACT 2612 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 91% Average Reviews
  • 30 Total Reviews
Heather , 46-5509 Mar 2018
Expand
Overall customer rating
75%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
0%

"Craig has provided a holistic approach for our families financial, investment and retirement needs. We have appreciated his attention to specific details regarding short medium and long term goals and suggesting creative solutions towards a viable retirement plan. I can highly recommend his expertise in assisting with financial advice Heather 2614"

Sigy, 35-4504 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"This was the first time that we had approached any financial consultant in relation to planning our finance and our future. Craig really helped us to understand how we stand now and provided some options for us to consider to place us is a good spot in the future. We have taken Craig's advice and believe that we have made the right decision."

Gary, 46-5528 Feb 2018
Expand
Overall customer rating
63%
- Communication
75%
- Knowledge & Expertise
50%
- Customer Care
75%
- Recommendation
50%

"Fantastic nature and extremely easy and enjoyable to work with. Not a dynamic advisor but that maybe more reflective of my wife's risk profile. Could pay more attention to detail at times."

Graeme, 65+27 Feb 2018
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"I have appreciated Craig's advice in converting my superannuation fund to a tax free pension fund. He has also taken into account the fact that I may need to draw on some of this money in the near future."

John, 46-5527 Feb 2018
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
50%
- Recommendation
75%

"Focused on providing good advice."

Madeline, 56-6516 Feb 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Craig is very accomplished in his field of investment advice, extremely friendly and caring."

Susan, 56-6514 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I am very happy with the service provided"

Maureen, 56-6514 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We would highly reccomend Craig. His knowledge and expertise has been invaluable in assisting us with managing our superannuation and retirement goals. "

Andrew, 35-4513 Feb 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"We liked that Craig tailored his advice to our goals and circumstances and didn't push us into any higher risk investment strategy."

Frank, 65+12 Feb 2018
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"Milestone Financial and AMP as a whole would do their clients and the world a great service by divesting from the fossil fuel industry (and its derivatives such as petrol/diesel vehicle manufacture) and emphasise the just transition to a society and economy powered from renewable energy sources. I'm surprised that your staff is not better acquainted with investment opportunities (which have been booming). "

James, 65+06 Feb 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Understands our investment requirements and puts forward sound , sensible options. Jim@Annette. 2539"

Therese, 56-6505 Feb 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"He is the reason I stayed with Milestone."

Peter, 56-6501 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Craig has a very positive approach to ensuring our Superannuation needs were met and are maintained. We dismantled a poorly performing SMSF and resurrected a Managed fund all in a timely manner, despite the complications of the process. He kept us informed with good communications. The fees are lower, the fund is performing better and we are happier in our retirement. "

Jose, 65+01 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have confidence in Craig he is willing to listen, is very friendly and has been very helpful to us"

Tom, Under 3501 Feb 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"I have really welcomed Craig's expertise to set up my super and insurances aligned to my ethical investment values. "

Peter, 56-6518 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"I felt confident he knew what he was talking about..."

Peter , 65+10 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Craig is a 10/10, very happy with his service."

Steve, 56-6520 Dec 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

" Friendly and knowledgeable"

Dianne, 56-6518 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Craig supported me through the confusion of transitioning into retirement and planning for my old age. He also supported me as I got my very serious tax affairs in order. I still have to complete my Will but one step at a time we have negotiated some very difficult issues I had been unable to negotiate. With Criaigs help I know I will get there in the end. Now that is peace of mind right there."

Michael, 46-5513 Dec 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"A knowledgeable man that speaks to you in a professional and friendly manner. I feel like I have known him a lot longer than I have."

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

AMP FINANCIAL PLANNING PTY LIMITED
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
16
Customers

#2
Preparing For Retirement
STRENGTH
15
Customers

#2
Savings Investment
STRENGTH
15
Customers

#3
Insurance Protection
STRENGTH
9
Customers

#4
Tax Effective Strategies
STRENGTH
6
Customers

#5
Estate Planning
STRENGTH
5
Customers

#5
Self Managed Super Funds
STRENGTH
5
Customers

x

Overall rating

100%

Craig Phillips

Company: Phillips Wealth Partners Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Craig Phillips is a member of and in what capacity, the licensee or company of Craig Phillips and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Craig Phillips (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 97%

Customer Satisfaction: 100%