PHILLIP ANDREW LINDSAY SEGAERT
Financial Adviser · Erina, NSW
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2010 - Margin Lending & Geared Investments - - Kaplan Professional Education
2013 - Principles in Self Managed Superannuation Funds - - International Institute of Technology
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia (MFAA)
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.