Philippa Walters
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Philippa Walters is an ASIC-registered financial adviser based in Gladstone, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning (2003) and the prestigious Certified Financial Planner designation (2010) from the Financial Planning Association of Australia, Philippa brings extensive knowledge and experience to every client relationship. Her commitment to ongoing professional development is demonstrated through certifications in Margin Lending and Geared Investments, Accredited Listed Product Advice, and Self-Managed Superannuation Funds. As a member of the Financial Advice Association of Australia (FAAA), Philippa adheres to the highest ethical and professional standards. She is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Philippa can help you with: • Superannuation advice • Insurance solutions • Comprehensive wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Philippa today for a consultation and discover how she can help you build a secure and prosperous tomorrow.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Philippa Walters offer?
Philippa Walters provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investments. She can help you create a personalized strategy to achieve your financial goals.
What are Philippa Walters' qualifications?
Philippa holds a Diploma of Financial Planning and is a Certified Financial Planner. She also has specialist certifications in Margin Lending and Geared Investments, Listed Products, and Self-Managed Superannuation Funds.
What is the process for becoming a client of Philippa Walters?
The process typically begins with an initial consultation to discuss your financial situation and goals. Philippa will then develop a tailored financial plan and work with you to implement it. Regular reviews ensure your plan remains aligned with your changing needs.
How can Philippa Walters help me plan for retirement?
Philippa can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, savings, and investment strategies. She can provide advice on superannuation, retirement savings accounts, and other investment options to help you achieve a comfortable retirement.
What should I expect from working with Philippa Walters?
You can expect a professional, personalized, and transparent approach. Philippa is committed to providing clear and easy-to-understand advice, empowering you to make informed decisions about your financial future. She prioritizes building long-term relationships based on trust and mutual respect.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.