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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
Wealth Management
Personal Insurance
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Portfolio Administration
Qualifications and Professional Affiliations
Financial Planning Specialist
Certified Practising Accountant
Registered Tax Agent
Bachelor of Commerce
Associations
Financial Advice Association of Australia (FAAA)
Registered Tax Agent
Member of the Australian Institute of Company Directors
Associate Member of the SMSF Association
Competencies
Direct International Equities Trading Adviser
Tax Agent - Tax (financial) advice services
Life Insurance
Securities
Managed Investments
Registered Tax Agent
FASEA Financial Adviser Exam
Financial Planning
ASIC Financial Advisers Register
Generic
Margin Lending
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.
