PHILIP TAAFFE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Sydney
2003 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty
2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
🏢 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.