WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
PB

Philip Benson

Financial Adviser

LifeNet(WA) Financial Advice Pty Ltd
Perth, WA 6000

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

Philip Benson is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping individuals and families achieve their financial goals. Philip holds a Bachelor of Science from Murdoch University (2015) and a Graduate Diploma of Financial Planning from Swinburne University of Technology (2022). Committed to ongoing professional development, Philip completed an Introduction to SMSFs with Accurium Education in 2025, ensuring he remains at the forefront of industry knowledge. Philip is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • Life Risk Insurance Ready to take control of your financial future? Contact Philip today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice Self-managed super funds (SMSFs)

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000227232

Verify on ASIC Register

Authorised Representative Number

001310069

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Philip Benson offer?

Philip Benson provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He also provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does Philip Benson have?

Philip Benson holds a Bachelor of Science from Murdoch University (2015) and a Graduate Diploma of Financial Planning from Swinburne University of Technology (2022). He also completed an Introduction to SMSFs with Accurium Education in 2025.

How does Philip Benson develop a financial plan for clients?

Philip begins by understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan to help you achieve your objectives, regularly reviewing and adjusting the plan as needed.

What can I expect during my first meeting with Philip Benson?

During your first meeting, Philip will discuss your financial goals, gather information about your current financial situation, and explain his approach to financial planning. This is an opportunity for you to ask questions and determine if Philip is the right fit for your needs.

Does Philip Benson specialize in SMSF advice?

Yes, Philip has completed specialist training in SMSFs, ensuring he is well-equipped to provide advice on self-managed super funds.

Get in Touch

Contact Philip directly for personalised advice.

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.