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Philippa Crombie

Philippa Crombie

Financial Planner

Philippa joined LDB in 2015 as a paraplanner and in 2017 was authorised as a financial planner. She holds a Bachelor of Business majoring in financial planning and is a member of the Financial Planners Association of Australia (FPA).

Philippa has a passion for helping people to reduce their financial worries and maximise their financial potential. She likes to take a practical, down-to-earth approach to this process, ensuring her clients have a full understanding of their financial plan and are, at all times, comfortable with their investment choices.

Philippa is a happy person with a bubbly nature who likes to take a glass half-full approach. Outside of work she enjoys pilates, camping and spending time with friends and family. Philippa also has two elderly rescue dogs called Bill and Beau who, while she doesn’t like to admit it, really are spoilt rotten!

As a financial planner, Philippa is able to assist with:

  • A review of your current financial situation;
  • The creation of financial goals and objectives;
  • Short, medium and long term savings and investment strategies;
  • Superannuation optimisation strategies;
  • Strategic retirement planning and investment advice;
  • Aged care planning;
  • Risk Insurance: Life, total and permanent disability, trauma and income protection.

From the blog...

LDB’s quarterly share market review: Third quarter 2018

LDB’s quarterly share market review: Third quarter 2018

The Australian share market had a strong start to the quarter on the back of a positive earnings reporting season. Read the full review here.

Insurance guide: What types of insurance do you need at different life stages?

Insurance guide: What types of insurance do you need at different life stages?

Insurance is a key component of any financial plan, but we don’t all need every type of insurance. It’s...
Ethical investing: Things to consider when investing aligns with your values

Ethical investing: Things to consider when investing aligns with your values

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