Phillip Whiteley
Financial Adviser
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About
Phillip Whiteley is an ASIC-registered financial adviser based in Brisbane, QLD, dedicated to helping clients achieve their financial goals through personalised and comprehensive advice. With a career spanning over two decades, Phillip possesses a wealth of knowledge and experience, underpinned by his Financial Planning Certificate from The Chartered Insurance Institute (1994), Financial Planning Course from the Securities Institute (1996), DFP8 and PKE from the Financial Planning Association (1999), an Advanced Diploma in Accounting from TAFE (2011), and SMSF Specialist Adviser accreditation from the SMSF Association (2012). As an authorised financial adviser, Phillip can provide expert guidance on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also skilled in advising on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Phillip is a member of the SMSF Association and The Tax Institute, demonstrating his commitment to upholding the highest professional standards. Key services offered include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Phillip is passionate about empowering his clients to make informed financial decisions. Contact Phillip today to arrange a consultation and discover how he can help you secure your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Phillip Whiteley offer?
Phillip Whiteley provides advice on superannuation, retirement planning, wealth management, insurance, and investments, including life insurance and securities. He is also an SMSF Specialist Adviser.
What are Phillip Whiteley's qualifications?
Phillip holds a Financial Planning Certificate, a Financial Planning Course qualification, DFP8 and PKE, an Advanced Diploma in Accounting, and is an SMSF Specialist Adviser. He is also a member of the SMSF Association and The Tax Institute.
How does Phillip Whiteley work with clients?
Phillip works closely with clients to understand their financial goals and circumstances, then develops a tailored financial plan to help them achieve those goals. This involves ongoing reviews and adjustments as needed.
What can I expect from an initial consultation with Phillip Whiteley?
During your initial consultation, Phillip will discuss your financial situation, goals, and concerns. He will then explain how he can help you and outline the next steps in the financial planning process. This is an opportunity for you to ask questions and determine if Phillip is the right adviser for you.
Does Phillip Whiteley specialise in SMSF advice?
Yes, Phillip is an SMSF Specialist Adviser and is well-equipped to provide expert guidance on all aspects of self-managed super funds, from establishment to ongoing management and compliance.
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