PHILLIP ASHLEY TURVEY
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2002 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2006 - 8 units Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Ltd
2009 - Master of Business (Applied Finance) - Masters Degree (AQF 9) - Queensland University of Technology
2011 - Master of Business (Research) - Masters Degree (AQF 9) - Queensland University of Technology
2015 - FNSASICR503A Provide Advice in Margin Lending - Other - Kaplan Education Pty Ltd
2015 - FNSSMS601A Provide advice in Self-Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2016 - FNS50615 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2021 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Ltd
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 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.