About Me

Philip Penklis MBA MFinPlan, I hold a Master of Business from the University of Canberra and a Master of Financial Planning from Griffith University, I was the Dealer Group Advisor of The Year in 2015, I have 23 years' experience and provide Financial Advice on Self-Managed Superannuation Advice, Investment Planning, Retirement Planning, Income Protection Insurance, Life Insurance, Disability Insurance, Trauma Insurance and Estate Planning. I provide sound financial planning strategies and empower you to make informed decisions to improve your lifestyle.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Life Map Financial Planning Pty Ltd