Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
11
self-reported 2–10 band
Founded
1979
47 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Phillips Financial was founded in 1979 and is a leading financial advisory and investment management firm, providing customised financial, investment and long term wealth strategies to help you manage your financial affairs and investments.
We hold our own Australian Financial Services License. This means our loyalty is to you, our client, and our services are based solely on your unique financial needs and plans.
Our clients range from corporate and business clients to busy young professionals in the midst of their careers, executives, entrepreneurs, self-funded retirees and multi-generational families looking to transfer their wealth smoothly to their future generations.
We take pride in our outstanding industry reputation. Michael Phillips and Janet Yeung are Member's of the Financial Planning Association of Australia, a Member of the Self-Managed Super Fund Professionals’ Association of Australia and a Full Member of the Mortgage & Finance Association of Australia.
Specialties
All 5 specialties
- Financial Advisory
- Investment Management Services
- Retirement Planning
- Estate Planning
- Mortgages
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 6/ 53 Walker St; North Sydney, NSW 2059Primary
- AUPO Box 1889; North Sydney, NSW 2059
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
2 employee profiles on record · names withheld.
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FAQ
How many people work at Phillips Financial?
11 counted staff profiles at January 2026, above the self-reported 2–10 band.
Where does Phillips Financial have offices?
Two addresses on record, Australia only. Primary: Level 6/ 53 Walker St, North Sydney, NSW 2059.
Has Phillips Financial raised funding?
None linked to this brand.
What does Phillips Financial list as its specialties?
Five tags on the brand's own list, among them estate planning, financial advisory and mortgages.
Which companies are listed alongside Phillips Financial?
2 profiles list Phillips Financial as a peer — 54th percentile in Financial Services. It lists five peers of its own. Affluens360 Financial Group lists it back.