PHILIP WILLIAM SHERIDAN
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
1982 - Bachelor of Business - - NSW Institute of Technology
2003 - Certified Financial Planner - - Financial Planning Association of Australia
2003 - Diploma of Financial Planning - - Deakin University
2005 - Self Managed Super Funds - Certificate (AQF 1-4) - Tribeca
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
🏢 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.