KURTIS PHILLIPS
Financial Adviser · Wayville, SA
📚 Qualifications & Training
2014 - Bachelor of Science and Business Admin - Bachelor Degree (AQF 7) - John Brown University (USA)
2017 - Masters of Finance - Masters Degree (AQF 9) - University of South Australia
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.