Philippa Crombie
About Me
Philippa Crombie is a holistic Financial Planner with Whittle & Skok Financial Services. She has a Bachelor of Business (Financial Planning) with RMIT, a Self-Managed Super Fund Accreditation, and has completed her studies in and Ethics and Professionalism in Financial Advice. Philippa works with a range of clients from young families right through to retirees and pensioners to assist them with Cashflow, Debt, Investment, Superannuation, Pensions & Annuities, Social Security, Estate Planning and Financial Modelling. Philippa is passionate about providing personalised advice, tailored to her client’s goals and objectives. She believes she has done her job well if her client’s feel understood, have the information they need to understand their advice and are able to make empowered financial decisions.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 8 Years
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Licensed By Whittle & Skok Financial Services Pty. Ltd.