Philip Saal
Financial Adviser
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About
Philip Saal is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to providing comprehensive and personalised financial solutions. With a Bachelor of Commerce from the University of Southern Queensland and credentials as a Certified Practising Accountant (CPA) and Financial Planning Specialist (FPS), Philip brings a wealth of knowledge and experience to his clients. He is also a registered Tax Agent, providing an added layer of expertise. Philip is committed to maintaining the highest professional standards, demonstrated by his memberships with the Australian Institute of Company Directors (AICD), the Financial Advice Association of Australia (FAAA), and the SMSF Association. Authorised to provide advice on a broad range of financial products, Philip can assist with: • Superannuation advice • Insurance • Wealth management • Investment Life Insurance • Life Risk Insurance • Securities • Government Debt Securities Key services offered include: • Strategic financial planning • Retirement planning • Investment advice • Risk management and insurance • Superannuation and SMSF advice • Tax planning Ready to take control of your financial future? Contact Philip Saal today for a consultation.
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Frequently Asked Questions
What types of financial advice does Philip Saal offer?
Philip Saal provides comprehensive financial advice, including superannuation, insurance, wealth management, and investment strategies. He is authorised to advise on a range of financial products, including securities and government debt securities.
What are Philip Saal's qualifications and professional memberships?
Philip holds a Bachelor of Commerce, is a Certified Practising Accountant (CPA), a Financial Planning Specialist (FPS), and a registered Tax Agent. He is a member of the Australian Institute of Company Directors (AICD), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
What is involved in Philip Saal's financial planning process?
Philip's process typically begins with an initial consultation to understand your financial goals and current situation. He then develops a personalised financial plan tailored to your needs, implements the plan with your approval, and provides ongoing reviews and adjustments as needed.
How can Philip Saal help me with my superannuation?
Philip can provide expert advice on superannuation strategies, including contribution strategies, investment options within your super fund, and retirement planning to help you maximise your superannuation benefits.
What can I expect during my first meeting with Philip Saal?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This initial consultation is an opportunity for Philip to understand your needs and determine how he can best assist you in achieving your financial objectives.
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