MARK ANTHONY PHILLIPS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1992 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria College / Deakin University
1993 - Certified Practicing Accountant - Professional Designations - Australian Society of CPAs
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2015 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
National Tax & Accountants Association
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.