PHILIP JOHN STANBRIDGE
Financial Adviser · Wickham, NSW
📚 Qualifications & Training
2004 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited
2010 - Margin Lending and Geared Investments Statement of Attainment - - Kaplan Professional
2011 - Self Managed Superannuation Funds Statement of Attainment - - Kaplan Professional
2012 - Life Insurance & Skills Statement of Attainment - - Kaplan Professional
2021 - Client Engagement Skills SUB--676968 - Other - Kaplan Professional
2021 - Superannuation and Retirement Advice SUB--18030 - Other - Kaplan Professional
2022 - Insurance Advice SUB--18032 - Other - Kaplan Professional
2023 - Investment Advice SUB--562493 - Other - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 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.