CRAIG PHILLIPS
Financial Adviser · Braddon, ACT
📚 Qualifications & Training
1989 - Bachelor of Economics - Bachelor Degree (AQF 7) - James Cook University
2007 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
2025 - Commercial Law - Other - Kaplan Professional
2025 - Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
FChFP - Fellow Chartered Financial Practitioner
Financial Advice Association of Australia (FAAA)
SSA - SMSF Specialist Accreditation (SPAA)
TEP - Registered Trust and Estate Practitioner
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.