Philip Layton
Financial Adviser
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About
Philip Layton is an ASIC-registered financial adviser based in Eight Miles Plains, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Business (Economics) from Queensland University of Technology (1996) and a Diploma of Financial Services from Kaplan (2008), Philip has built a strong foundation for his career. He further enhanced his expertise with an SMSF Specialist Advisor (SSA) Accreditation from the SMSF Association (2011) and an Advanced Diploma of Financial Planning from the International Institute of Technology (2013). Philip keeps his knowledge current, completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education in 2022. As an authorised adviser, Philip provides expert advice on a wide range of financial products, including superannuation, insurance, and wealth management. He is passionate about helping clients navigate the complexities of retirement planning and make informed decisions about their financial futures. Philip is also a member of the Self Managed Super Fund Association, demonstrating his commitment to excellence in the SMSF sector. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Philip Layton today for 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 Layton offer?
Philip Layton specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He can also offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Philip Layton have?
Philip Layton holds a Bachelor of Business (Economics), a Diploma of Financial Services, an SMSF Specialist Advisor (SSA) Accreditation, and an Advanced Diploma of Financial Planning. He also completed a course in Ethics and Professionalism in Financial Advice.
How can Philip Layton help me with my superannuation?
Philip Layton can provide comprehensive advice on all aspects of superannuation, including contribution strategies, investment options within super, and retirement planning. He also has specialist knowledge in Self Managed Super Funds (SMSFs).
What is the process for becoming a client of Philip Layton?
The process typically starts 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 needs.
What should I expect during my first meeting with Philip Layton?
During your first meeting, Philip will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your financial objectives. You'll have the opportunity to ask questions and discuss your concerns.
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