Spending power
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Spending power
Key facts
Counted staff
41
self-reported band not used
Founded
1974
52 years
Legal entities
None matched
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Established in 1975, we have 3 office locations across Gippsland and more than 70 team members. We are an innovative group of professionals whom over the last 5 decades have developed a suite of services that target the needs of small business and individuals in the taxation, business and financial advisory fields.
Vision Our purpose is to deliver exceptional financial and professional services over the lifespan of business and individuals, meeting their needs and helping them to cultivate long-term success. We aspire to be the advisor of choice and employer of choice for our clients, our people and our communities.
Mission We partner with clients to achieve their business success and financial and personal wellbeing.
We have a long history in family-based business with a focus on growing future opportunities.
With our heart based regionally we have the ingenuity and drive to reach right across Australia.
We respect, nurture and empower a team of dedicated and skilled professionals to deliver specialist advice over a client’s lifetime.
Delivering business, taxation and financial advisory services in accordance with our Vision and Mission, we are dedicated to:
> understanding our client’s goals and only acting in their best interests;
> tailoring our services to match client needs;
> innovate and be market leaders with our client service, knowledge, skills and expertise;
> listening to our employees to actively support their development and wellbeing;
> maintaining the highest standard of professionalism and integrity in all that we do;
> valuing the trusted relationship we have with clients;
> providing a family friendly stimulating and rewarding work environment;
> building respectful and enjoyable working relationships and networks amongst clients, colleagues and community.
Specialties
- superannuation
- retirement planning
- business solutions
- estate planning
- tax planning
- succession planning
- accounting software
- financial planning
- bookkeeping
- business advisory
All 13 specialties
- Financial Planning
- Superannuation
- Bookkeeping
- Tax Planning
- Agri Specialists
- Business Solutions
- Business Start-ups
- Accounting Software
- Succession Planning
- SMSF Specialists
- Retirement Planning
- Estate Planning
- Business Advisory
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU388 Raymond St; Sale, Victoria 3851Primary
- AU41a Main St; Foster, Victoria 3960
- AULevel 1, 64 Church Street; Traralgon, Victoria 3844
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
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
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FAQ
How many people work at Phillipsons Accounting & Financial Planning?
The record holds 41 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does Phillipsons Accounting & Financial Planning have offices?
Three addresses on record, Australia only. Primary: 388 Raymond St, Sale, Victoria 3851.
Has Phillipsons Accounting & Financial Planning raised funding?
None linked to this brand.
What does Phillipsons Accounting & Financial Planning list as its specialties?
13 tags on the brand's own list, among them superannuation, retirement planning and business solutions.
Which companies are listed alongside Phillipsons Accounting & Financial Planning?
Seven peer profiles on record: Opulent Finance and McAdam Siemon Business Advisors.