PHILIP GRANT SHREEVE
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University
2005 - RG146 - - Kaplan (previously SIA)
2008 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - ICAA
2025 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan
2025 - Superannuation and Retirement Advice - Graduate Diploma (AQF 8) - Kaplan
🏢 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.