Philippa Weekley

Specialised Financial Advisory Services for Long Term Blue Chip Portfolios

Philippa specialises in a range of advisory services including portfolio management and construction, corporate advisory and equities specialised execution for a range of intermediary, retail, high net worth, institutional, and corporate (both public and private) clients.  
 
Philippa has successfully executed corporate transactions including Primary and Secondary market issues, share buybacks and numerous underwritings. Her corporate focus is on businesses with a capitalisation less than $500m.  
 
Philippa is primarily focused on long-term blue-chip portfolios which combine wealth preservation, solid income, and growth. Her retail business is centred on high net worth individuals, family offices and self-managed superannuation funds. 

Authorisations

Philippa Jayne Weekley can advise on the following product areas:

• Provide financial product advice
• Deposit and Payment Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes
• Securities

Restrictions

Authorised to provide personal financial product advice to retail clients on: Derivatives - Level 1.

Philippa is accredited to provide tax (financial) service advice.