Philip Broadbent
Financial Adviser
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About
Philip Broadbent is an ASIC-registered financial adviser based in Hornsby, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Philip holds a Bachelor of Business from the University of Technology, Sydney, and completed both a Diploma and Advanced Diploma of Financial Services (Financial Planning) through Kaplan Education. His commitment to ongoing professional development is underscored by his completion of Ethics and Professionalism in Financial Advice through Kaplan Higher Education. Philip is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. With a focus on building long-term relationships, Philip takes the time to understand your unique circumstances and aspirations. He then develops a tailored financial plan designed to help you achieve your specific objectives. Key services include: • Superannuation Advice • Retirement Planning • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Philip today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Philip Broadbent offer?
Philip Broadbent provides advice on superannuation, retirement planning, insurance (including Investment Life Insurance and Life Risk Insurance), and investments, including Retirement Savings Accounts and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Philip Broadbent have?
Philip Broadbent holds a Bachelor of Business from the University of Technology, Sydney, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education. He also completed Ethics and Professionalism in Financial Advice through Kaplan Higher Education.
How does Philip Broadbent develop a financial plan?
Philip takes a personalized approach to financial planning. He begins by understanding your current financial situation, your goals, and your risk tolerance. He then develops a tailored financial plan that addresses your specific needs and helps you achieve your objectives. Regular reviews and adjustments ensure your plan remains aligned with your evolving circumstances.
What can I expect during my first meeting with Philip Broadbent?
During your initial consultation, Philip will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for Philip to understand your needs and for you to learn more about his services and approach. There is no obligation to proceed after the initial consultation.
Does Philip Broadbent provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, Philip is qualified to provide advice on Self Managed Superannuation Funds, helping you navigate the complexities of managing your own superannuation.
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