About Us

Phillipsons has worked with thousands of business owners over the last fifty years. 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.

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.

Values

‘EFIRT’ – Excellence, Fulfilment, Integrity, Respect, Teamwork

Excellence

We strive to achieve excellence through a quality approach in everything we do.

We have the knowledge, expertise, and technical proficiency to deliver.

We believe that excellence requires us to continually evolve, learn, innovate and adapt.

Fulfilment

We believe that fulfilment is achieved by embracing the challenges of life, overcoming obstacles, and celebrating successes whilst enjoying the journey. This is a process through failures and victories, rather than being focused on one specific moment.

We are committed to supporting every person’s journey to physical, psychological, emotional, spiritual, and financial wellbeing.

We encourage each other to build habits and make choices that promote job satisfaction, family, work life balance, health, happiness, and prosperity.

Integrity

We are truthful and honest in our interactions with each other, our clients, and our communities.

We do what we say and say what we do.

We do the right thing even when there are difficult decisions and hard choices to make, and in the face of adversity.

Respect

We embrace differences and value everyone for their abilities, qualities, and achievements and acknowledge that everyone’s role contributes.

We practice active listening and being fully present in conversations as we look for common ground and seek to understand others.

We will always be considerate, thoughtful, and courteous in our dealings.

Teamwork

We work collaboratively and communicate effectively, bringing together expertise for our common purpose or goal.

We commit to developing dynamic teams that support one another and delegate effectively.

We provide a safe environment and promote transparent healthy debate to resolve issues.

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

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