MICHAEL PHILLIPS
Financial Adviser Ā· Wamberal, NSW
š Qualifications & Training
1997 - Bachelor of Commerce - - Newcastle University
2004 - Advanced Diploma of Financial Services - - Threesixty RTO
2006 - Master of Diplomacy and Trade - - Monash University
2008 - Diploma of Financial Services (Finance & Mortgage Broking Mngt) - - NSW TAFE
2010 - Certificate 4 in Property services - - The real estate training college
ā¹ļø 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.