Philippa Elliott
Financial Adviser
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About
Philippa Elliott is an ASIC-registered financial adviser based in North Perth, Western Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. With a solid foundation built on a Diploma of Financial Planning from Deakin University (2000), further enhanced by certifications in Ethics & Professionalism in Financial Advice (Kaplan, 2019) and a Graduate Diploma of Financial Planning (Kaplan, 2021), Philippa brings extensive knowledge and a commitment to the highest ethical standards to every client interaction. As an active member of the Financial Advice Association of Australia (FAAA), she stays informed on the latest industry developments and best practices. Philippa is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse needs. She can assist with superannuation advice, insurance solutions, wealth management strategies, and retirement planning. Her expertise also extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation advice to help you grow your retirement savings. • Insurance to protect you and your family against unforeseen circumstances. • Wealth management to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. • Investment guidance to navigate the complexities of the market. Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Philippa is here to help. Contact Philippa 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 can Philippa Elliott provide?
Philippa 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.
What are Philippa Elliott's qualifications and memberships?
Philippa holds a Diploma of Financial Planning from Deakin University, a Graduate Diploma of Financial Planning from Kaplan, and a certification in Ethics & Professionalism in Financial Advice. She is also an active member of the Financial Advice Association of Australia (FAAA).
How does Philippa Elliott approach financial planning?
Philippa takes a personalized approach, working closely with clients to understand their unique circumstances and goals. She develops tailored strategies to help them achieve financial security and build wealth.
What can I expect during my initial consultation with Philippa Elliott?
During your initial consultation, Philippa will take the time to understand your financial situation, goals, and concerns. She will then provide an overview of how she can help you achieve your objectives and answer any questions you may have.
How can Philippa Elliott help me with my retirement planning?
Philippa can help you develop a comprehensive retirement plan that considers your income needs, lifestyle goals, and risk tolerance. She can also provide guidance on superannuation, investment strategies, and other retirement savings options.
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