PHILIP PENKLIS
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2013 - Advanced Self Managed Super Funds Program - Certificate (AQF 1-4) - Kaplan
2020 - Master of Business Administration (Innovation and Leadership) - Masters Degree (AQF 9) - University of Canberra
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
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.