PHILLIP ARTHUR OSBORNE

Financial Adviser · Mayfield, NSW

Registered

Registration Number

000264650

Registration Status

Registered

Location

Mayfield, NSW 2304

Providing Advice Since

1998

Registration Date

25/10/2019

Financial Services Licensee

NEXTPLAN FINANCIAL PTY LTD

Licence #000452996

📚 Qualifications & Training

1998 - Diploma of Financial Planning - - FPA / Deakin University
2006 - Master of Commerce - Masters Degree (AQF 9) - University of Western Sydney
2020 - Master of Laws in Enterprise Governance - Masters Degree (AQF 9) - Bond University

🏢 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.