Your partner in business
health and personal wealth

We are up to date with all the
latest tools and technology

We provide dedicated
specialist teams to help
your business needs.

Knowing our clients
business is important to us

Your partner in business health and personal wealth.

Phillipsons has worked with thousands of business owners over the last forty years. Our team members include HR, marketing, legal and superannuation specialists. Whether you’re just starting in business, running a mature enterprise that’s looking for further growth or considering the best time to start winding down – we can give you the tools and support that you need to prosper and enjoy life.

Whats happening at Phillipsons.

There is always something happening at Phillipsons click through to see the latest news…

2020-21 Budget Update

This year’s budget is far from normal and presents some opportunities for business and in turn the wider community.

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Congratulations on your retirement Bernie!

After 17 years working at Phillipsons, Bernie has retired. Bernie joined our team back in 2003 as Receptionist and quickly endeared herself to clients and staff alike. In 2005 Bernie moved into the role of Team Assistant for the Agri Group. Although Bernie will forever be part of the Phillipsons family we will certainly miss having her in the office on a day to day basis.

Covid 19

The Covid19 pandemic continues to impact businesses and individuals. Phillipsons are here to help.

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Careers at Phillipsons

We are always on the look out for talented individuals to be part of the Phillipsons family.

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Now is the time

With a new financial year comes the opportunity to make changes to improve your future.

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A Woman's Way

In 2019 Phillipsons launched our A Woman’s Way event, bringing together women from around the region.

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Growing your business

If you are looking to take your business to the next level, we have business specialists to help you realise your potential.

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Agri Show

With the cancellation of many agricultural shows and events, it has put on hold one of the key opportunities people in agri based businesses have to interact with others.

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Our Services…

At Phillipsons we have specialised teams that provide guidance and support in multiple areas.

AGRI GROUP

A dedicated team that views all elements of business – tax, accounting, finance, production and payroll – through the lens of a farming enterprise.

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BETTER BOOKS

Support your business decision making by providing reliable, up-to-date information that can be accessed in real time from anywhere.

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SUPERANNUATION

From consolidating multiple Super funds into a single fund, to calculating the optimum before or after tax contribution to your chosen fund.

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BUSINESS SOLUTIONS

We diagnose the health of your enterprise using bespoke business analytics and then customise a solution.

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TAX CONSULTING

Our Tax Consulting team will highlight the potential taxation pitfalls and work with you to lawfully minimise your taxation liability.

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FUTURE PLANNING

Our Future Planning team has the resources and tools to support you.

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Our People…

We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer.

FIND OUT MORE

PHILLIPSONS
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Email: queries@phillipsons.com.au

PHILLIPSONS
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419
Email: fp@phillipsons.com.au

GET IN TOUCH

Phillipsons

For more information please get in contact with us.

Contact

ANGIE DERHAM

Accountant

Angie has been part of our team for over a decade and has worked as an Accountant for more than 20 years.

Angie enjoys working in the Agri team as she believes that you can never take the country out of a farm girl.

Born and bred on a stud beef farm, Angie has a busy life with family and her second career as a fitness instructor at Aqua Energy gym based in Sale.

SANDRA HOWARD

Client Service Support

Sandra has been the smiling face of Phillipsons since 2005. Having worked in customer service roles before, Sandra loves meeting our clients and assisting them with their needs either by phone or in person.

When not at work, Sandra enjoys spending time with her family, and just relaxing.

SUSAN MATTSON

Client Service Support
Dip Human Resource Management

Susan has been with Phillipsons for over 20 years. She is the first line of contact for many clients whom she loves to meet and assist. Susan’s wealth of experience in human resource management, payroll, creditor management and board secretarial support is valued by both Phillipsons and also our clients when the need arises.

Susan is keenly involved in our social activities and outside of the office she enjoys lawn bowls, cruising the high seas, cycling and spending quality time with her family.

DAN JEFFS

Client Service Support & Systems Analyst

The first option to assist with any technology issues in the office, Dan has a wealth of experience in Information Technology and Systems Management. He is currently undertaking a Batchelor of Computer Science at Deakin University.

Dan has over a decade of experience in the IT service industry. Prior to working in IT Dan spent 8 years in his family’s transportation business which has provided a great understanding of management, logistics and running a small business.

Outside the office Dan likes to spend time with his family and keeping up to date with the latest and greatest in the technology world.

MICHELLE DEL BUSSO

Client Service Support
Business Development & Marketing Manager

Tackling the marketing needs for the office, event management and supporting the Directors with business development is all in a day’s work for Michelle.

Michelle enjoys the creative challenges her role provides and brings enthusiasm and drive to everything she does.

Outside the office Michelle enjoys getting away with her family and equestrian pursuits when time allows.

KARA WHEELER

Client Service Support & Systems Administrator
B.Comp

Kara holds a Bachelor of Computing from Ballarat University, and more recently completed a Graduate Diploma of Business with Federation Training to further her knowledge.

Kara recognises the value in having systems that work and enjoys the opportunity to get processes running as smoothly as possible for staff and clients.

Outside the office Kara is kept busy with a young family, afterschool sports and activities and coaching netball for the Sale Netball Association.

ALANNAH BOYD

Bookkeeper

Alannah joined Phillipsons in February 2018, with a Certificate IV in bookkeeping Alannah enjoys helping alleviate bookkeeping stress from clients. With a passion for problem solving and a methodical approach Alannah takes challenges in her stride

An adventurer at heart, Alannah loves to travel and enjoys coaching and playing for Stratford Football Netball Club.

RENEE MATTSON

Client Service Support

Renee is kept busy providing administration support to the Superannuation team. In particular Renee assists preparing tax reports, collating client information, lodgements and a variety of client paperwork.

Renee enjoys interacting with clients and gets a great deal of satisfaction providing them with excellent and efficient service.

TRACEY GORDIJN

Associate & Self Managed Superannuation Specialist
CA

Tracey joined the team in 2013, working with our clients entering or already with a Self-Managed Super fund. Tracey is passionate about super and loves advising clients to help them get the most out of their future retirement. She is developing new client education materials to ensure that trustees and members are aware of the opportunities and watch-outs in the super environment.