PHILIP PETER LEMON
Financial Adviser · Perth, WA
📚 Qualifications & Training
2010 - Bachelor of Finance - - University of Newcastle
2015 - Diploma of Financial Planning - - KAPLAN
2015 - Margin Lending and Skills - - Stockbrokers Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
2020 - Relevant Provider Exam - Other - FASEA
2025 - Commercial Law - Other - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN
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.