PHILIPPA DORATHY ELLIOTT

Financial Adviser Β· North Perth, WA

Registered

Registration Number

000236932

Registration Status

Registered

Location

North Perth, WA 6006

Providing Advice Since

1998

Registration Date

13/05/2008

Financial Services Licensee

MOMENTUM PLANNING PTY LTD

Licence #000322220

πŸ“š Qualifications & Training

2000 - Diploma of Financial Planning - - Deakin University
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏒 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.