Philip Saal
Financial Adviser
I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
After completing his Bachelor of Commerce degree, Philip worked as a Senior Accountant for a local accounting firm, then developed and led the Financial Planning Division.
Investment Style
As a Senior Financial Adviser, Philip takes a personalised approach ensuring a tailor made plan is established for his clients. To meet the needs and desired outcome of each client Philip focuses on active portfolio management and administration.
Services and Specialties
Personal Insurance
Portfolio Administration
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Registered Tax Agent
Bachelor of Commerce
Certified Practising Accountant
Financial Planning Specialist
Associations
Associate Member of the SMSF Association
Financial Advice Association of Australia (FAAA)
Member of the Australian Institute of Company Directors
Registered Tax Agent
Competencies
Financial Planning
Generic
Life Insurance
Managed Investments
Margin Lending
Securities
Superannuation
I am employed by Chalk Capital Pty Ltd which operates the business of Morgans Financial Limited - Toowoomba Chalk Capital. My employer remunerates me by way of salary. As a shareholder of Chalk Capital Pty Ltd, I may be entitled to a share of profits.
