ADAM DAVID PHILLIPS
Financial Adviser · Newstead, QLD
📚 Qualifications & Training
1993 - Bachelor of International Business - - Griffith University
1996 - Graduate Diploma in Applied Fiance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2000 - Masters of Business Administration - - University of Queensland
2002 - Certified Financial Planner - - Financial Planning Association of Australia
🏢 Professional Memberships
FINSIA
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.