PHIL PATRICK TUAZON
Financial Adviser · Woolooware, NSW
📚 Qualifications & Training
2010 - Margin Lending & Geared Investments - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2014 - RG146 Self-Managed Super Funds - - Kaplan Professional
2016 - RG146 Securities & Direct, International Equities and Listed Income Securities (SFP) 2012 - - eAcademy
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional Education
2019 - Financial Adviser Exam - Other - FASEA
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.