Philip Smith
Financial Adviser
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About
Philip Smith is an ASIC-registered financial adviser based in Newcastle, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built on a Bachelor of Commerce from the University of Newcastle (2002) and a Diploma of Financial Planning from the FPA Australia (2004), Philip has consistently expanded his expertise through further studies including Margin Lending and Geared Investments, Self Managed Superannuation Funds, Accredited Listed Product Adviser Program and a Graduate Diploma of Financial Planning from Kaplan Higher Education. As a member of the Financial Advice Association of Australia (FAAA) and the Million Dollar Round Table (MDRT), Philip adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. His authorisations extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Philip is committed to providing tailored advice and building long-term relationships with his clients. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Philip can help you navigate the complexities of the financial landscape. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Philip Smith today for a consultation.
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Frequently Asked Questions
What types of financial advice does Philip Smith provide?
Philip Smith specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Philip Smith have?
Philip Smith holds a Bachelor of Commerce from the University of Newcastle, a Diploma of Financial Planning from the FPA Australia, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. He has also completed specialised training in Margin Lending and Geared Investments, Self Managed Superannuation Funds, and the Accredited Listed Product Adviser Program.
What is the process for becoming a client of Philip Smith?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Philip will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will be conducted to ensure your plan remains aligned with your evolving needs.
What professional memberships does Philip Smith hold?
Philip Smith is a member of the Financial Advice Association of Australia (FAAA) and the Million Dollar Round Table (MDRT).
What can I expect from working with Philip Smith?
You can expect personalised financial advice, a commitment to your best interests, and ongoing support to help you achieve your financial goals. Philip is dedicated to building long-term relationships with his clients and providing clear, understandable advice.
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