PHILIPPE BOSSERT
Financial Adviser · Joondalup, WA
📚 Qualifications & Training
2002 - Legal Framework 1 LAW 1100 - Other - Edith Cowan University
2004 - Bachelor of Business (Double Major in Accounting and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
2007 - Diploma of Financial Services (Financial Planning) - - Financial Services Institute of Australia (FINSIA)
2010 - Advanced Taxation (CPA Program) - Other - CPA Australia
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2011 - CPA Program - Professional Designations - CPA Australia
2018 - Self Managed Superannuation Funds - - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.