|Name||Philippa Walters CFP®|
|Company||Triumph Financial Planning|
|Address||87 Auckland Street
Gladstone, QLD 4680
I am a Certified Financial Planner with more than 25 years experience in the financial services industry.
Triumph Financial Planning is a 'Fee for Service' practice offering a realistic,strategic and holistic approach to planning.
We cover areas including, but not limited to:
Superannuation - industry funds, employer and retail funds, Centrelink, Retirement planning, Insurance, Portfolio review services, Investment Planning, Self Managed Super Funds and direct shares within the ASX 200.
Our dealer group is Capstone Financial Planning. We provide strategies that are in the best interests of our clients.