Philip Barclay
Financial Adviser
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About
Philip Barclay is an ASIC-registered financial adviser based in Dubbo, NSW, dedicated to helping individuals and families achieve their financial goals. With a career spanning over two decades, Philip brings a wealth of experience and a commitment to providing tailored financial advice. Philip holds a Bachelor of Economics from the University of Newcastle and a Diploma of Financial Planning from Deakin University. He earned the prestigious Certified Financial Planner (CFP) designation from the Financial Advice Association of Australia (FAAA) in 2004 and stays current with industry standards, having completed FPC002B Ethics and Professionalism in Financial Advice in 2021. Philip is also a proud member of the Financial Advice Association of Australia (FAAA). Philip is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice to maximise your retirement savings • Comprehensive insurance solutions to protect what matters most • Strategic wealth management to grow your assets • Tailored retirement planning for a secure future Ready to take control of your financial future? Contact Philip Barclay today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Philip Barclay provide?
Philip Barclay specialises in superannuation advice, insurance, wealth management, and retirement planning. He is authorised to advise on a wide range of products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Philip Barclay have?
Philip holds a Bachelor of Economics from the University of Newcastle, a Diploma of Financial Planning from Deakin University, and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). He also completed FPC002B Ethics and Professionalism in Financial Advice.
What can I expect during my first consultation with Philip Barclay?
During your initial consultation, Philip will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives. You can expect a professional and collaborative approach.
How does Philip Barclay stay up-to-date with changes in the financial industry?
Philip is committed to ongoing professional development. He regularly participates in industry training and education programs to stay informed about the latest changes in financial regulations and investment strategies.
Why should I choose Philip Barclay as my financial adviser?
With over 20 years of experience, a commitment to ethical conduct, and a personalised approach, Philip Barclay provides expert guidance to help you achieve your financial goals. He focuses on building long-term relationships with his clients, providing ongoing support and advice as your needs evolve.
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