- CERTIFIED FINANCIAL PLANNER®
- Diploma of Financial Planning
- Bachelor of Economics
My passion is dealing with people and forming lasting, ongoing relationships with my clients, to ensure that they achieve their financial goals now and into the future.
Philippa has worked in the finance industry for more than 20 years, starting her career in banking and moving into financial planning in 1995. She worked as a paraplanner while completing a Diploma of Financial Planning and attaining her CERTIFIED FINANCIAL PLANNER® qualification.
With a real desire to help people achieve their financial goals, Philippa is committed to high standards of technical excellence and ongoing professional development. She also places a high value on superior client service, with a focus on developing successful long term relationships with her clients.
Philippa is married with three children aged fourteen, twelve and four. She is heavily involved in her children's school and sporting activities, and enjoys reading, cooking and holidays away. Philippa grew up in Tenterfield, and attended school and university in Sydney and Armidale. She moved to Orange in 1996.