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Our Values & Code of Ethics

EDUCATION

Everyone has the right to obtain financial freedom, and to learn how to grow their wealth. We will provide education, advice and support to help you make good financial decisions.

INNOVATION

Being in control should be the norm and it’s extremely important to free up your time to focus on what you’re good at. We strive to offer innovative ways to deliver the outcomes you need.

PEOPLE

We want you to grow your financial literacy exponentially. At the heart of Philos, there is a deep level of care, commitment and responsibility to put you in the best possible position now and in the future.
You matter.

Our Code of Ethics are aligned with the Financial Adviser Standards and Ethics Authority