The Financial Planning Association of Australia The Financial Planning Association of Australia

Philippa Walters, CFP®


Name Philippa Walters, CFP®
Company Triumph Financial Planning
Address 87 Auckland Street
Gladstone, QLD 4680
Phone 07 49720013
Mobile 0439751040
Email [email protected]
Website www.triumphfinancialplanning.com.au

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.

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