I help clients build and protect their wealth and my key areas of expertise are in Retirement planning, Superannuation including SMSF’s and direct share advice.
Our Practice also provides advice in the areas of farm succession and aged care.
I’m a firm believer in education. My qualifications include a Bachelor of Agricultural Economics (honours) from Sydney University, a Diploma in Financial Planning from RMIT, and have specialist qualifications in both Self managed Superannuation Funds and direct equities. I also hold the designation of Certified Financial Planner (CFP) through the Financial Planning Association (FPA).
Being located in a regional area, our clients are interested in an assortment of activities, therfore, require advice across a broad range of financial planning issues.
Out of the office you’ll find me busy as President Elect Tamworth First Light Rotary Club, on the golf course,working on my farm or spending time with my wife and family.
Areas of expertise
Philip Penman specialises in:
- Superannuation
- Self Managed Superannuation Funds
- Retirement Planning
- Direct Share Advice
Qualifications
Philip Penman's qualifications include:
- Certified Financial Planner (CFP)
- Bachelor of Agricultural Economics (honours)
- Diploma in Financial Planning