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Philippa Crombie

Whittle & Skok Financial Services Pty Ltd

Gold
8 Yrs Experience
Kew, VIC 3101

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.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Whittle & Skok Financial Services Pty Ltd

Level 1, 260 High Street
Kew, VIC 3101

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Whittle & Skok Financial Services Pty Ltd

AFSL 232591