PHILLIP CLANCY
Financial Adviser · Wagga Wagga, NSW
📚 Qualifications & Training
1997 - Bachelor of Business(Business Mangement/Marketing) with Distinction - - Charles Sturt University
2000 - Diploma of Financial Planning - - Deakin University
2002 - Certified Financial Planner - - FPA
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - 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.