Phillip Jennings
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Phillip Jennings is an ASIC-registered financial adviser dedicated to helping individuals and families in Green Hills, NSW, achieve their financial goals. With a strong foundation built upon an Advanced Diploma of Financial Services (Financial Planning) from AMP Limited (2006) and a Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited (2011), Phillip has consistently expanded his knowledge base, including specialized training in Margin Lending and Geared Investments (2011) and SMSF Regulation and Taxation (2024). Authorised to provide advice on a comprehensive range of financial products, Phillip offers tailored strategies in superannuation, insurance, wealth management and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Phillip can help you with: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Phillip today to schedule a consultation and discover how his expertise can benefit you.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Phillip Jennings offer?
Phillip Jennings provides comprehensive financial advice, including superannuation, retirement planning, wealth management, and insurance solutions. He is qualified to advise on a wide range of financial products to suit your individual needs.
What are Phillip Jennings' qualifications and experience?
Phillip holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning). He has also completed specialized training in margin lending, geared investments, and SMSF regulation and taxation, ensuring he stays up-to-date with the latest industry knowledge.
How does Phillip Jennings approach financial planning?
Phillip takes a client-centered approach, focusing on understanding your unique financial situation, goals, and risk tolerance. He then develops a personalized financial plan to help you achieve your objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with Phillip?
During your initial consultation with Phillip, you can expect a relaxed and informative discussion about your financial goals and current situation. He will explain his services and how he can help you, and answer any questions you may have. There is no obligation to proceed after the initial meeting.
How often should I review my financial plan with Phillip Jennings?
It is generally recommended to review your financial plan at least annually, or more frequently if there have been significant changes in your life or the market. Phillip will work with you to schedule regular reviews and ensure your plan remains aligned with your evolving needs and goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.