Phil Madsen
Financial Adviser
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About
Philip Madsen is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong academic foundation including a Bachelor of Business from the University of Technology Sydney and a Graduate Diploma in Applied Finance and Investment from Kaplan, Philip combines theoretical knowledge with practical experience. Philip holds accreditations from the Australian Stock Exchange (ASX) in Derivatives Advising (Levels One and Two), and has completed studies in Superannuation at RMIT University, Margin Lending Accreditation at Deakin Prime, and Ethics and Professional Relationships at QUT. This commitment to ongoing professional development ensures he provides advice that is both current and ethically sound. Authorised to advise on wealth management, securities, and government debt securities, Philip offers comprehensive financial solutions tailored to individual needs. He is committed to building long-term relationships with his clients, providing ongoing support and guidance as their circumstances evolve. Key services include: • Wealth Management • Securities Advice • Government Debt Securities Advice • Portfolio Construction • Investment Strategy Ready to take control of your financial future? Contact Philip Madsen today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Philip Madsen offer?
Philip Madsen is authorised to provide advice on wealth management, securities, and government debt securities. He can assist with portfolio construction and developing tailored investment strategies.
What are Philip Madsen's qualifications?
Philip holds a Bachelor of Business from the University of Technology Sydney, a Graduate Diploma in Applied Finance and Investment from Kaplan, ASX Accredited Derivatives Adviser Levels One and Two, and has completed studies in Superannuation, Margin Lending, and Ethics.
How does Philip Madsen approach financial planning?
Philip Madsen focuses on building long-term relationships with his clients. He starts by understanding their financial goals and risk tolerance, then develops a personalised strategy to help them achieve those goals. He provides ongoing support and guidance as their circumstances change.
What can I expect from my first consultation with Philip Madsen?
During your initial consultation, Philip will take the time to understand your current financial situation, your goals, and your concerns. He will then outline how he can help you achieve your financial objectives and explain his advice process.
How do I get started with Philip Madsen?
Simply contact Philip Madsen to schedule an initial consultation. This is an opportunity to discuss your financial goals and explore how Philip can help you achieve them.
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