Kurtis Phillips
Financial Adviser
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About
Kurtis Phillips is an ASIC-registered financial adviser based in WAYVILLE, SA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Kurtis holds a Bachelor of Science and Business Administration from John Brown University (USA) and a Masters of Finance from the University of South Australia. Further enhancing his expertise, he completed a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Kurtis is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This allows him to create holistic financial plans that address various aspects of his clients' financial lives. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you are planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Kurtis is here to provide expert guidance and support. Contact Kurtis today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Kurtis Phillips offer?
Kurtis Phillips specializes in superannuation advice, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Kurtis Phillips have?
Kurtis Phillips holds a Bachelor of Science and Business Administration, a Masters of Finance, and a Graduate Diploma of Financial Planning.
What can I expect during my first consultation with Kurtis?
During your first consultation, Kurtis will take the time to understand your financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs.
How can Kurtis help me with retirement planning?
Kurtis can assist you in developing a comprehensive retirement plan that includes strategies for accumulating wealth, managing investments, and ensuring a comfortable retirement lifestyle.
Is Kurtis Phillips an ASIC-registered financial advisor?
Yes, Kurtis Phillips is an ASIC-registered financial adviser, ensuring he meets the required standards of professionalism and ethical conduct.
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