PHILIP JAMIE TOOP
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1986 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinder University South Australia
1989 - Post Graduate Diploma - Graduate Diploma (AQF 8) - Securities Institute of Australia
2002 - PS146 - Other - Securities Institute
2010 - Margin Lending Accreditation Program - Other - Deakin Prime
2018 - CFA - Professional Designations - CFA Institute
2018 - Master of Finance - Masters Degree (AQF 9) - Griffith University
2025 - CFP Certification Program - Professional Designations - FAAA
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 Professional Memberships
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst Association
Chartered Alternative Investment Analyst Association
Chartered Financial Analyst Institute (CFA Institute)
Chartered Financial Analyst Institute (CFA Institute)
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Stockbrokers and Investment Advisers Association (SIAA)
Stockbrokers and Investment Advisers Association (SIAA)
Stockbrokers and Investment Advisers Association (SIAA)
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.