HEIDI THERESE PHILLIPS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2000 - Bachelor of Business - - Southern Cross University
2005 - Chartered Accountant - - ICAA
2011 - Diploma in Financial Services (Financial Planning) - Diploma (AQF 5) - Intellitrain Pty Limited
2013 - Certificate of Public Practice - - ICAA
2025 - FPC001b8 - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - FPC002Bv9 - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.