PHILLIP CLAYTON THOMPSON
Financial Adviser · Monash, ACT
📚 Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University
1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University
1999 - Certified Financial Planner - - Financial Planning Association
2003 - Master of Management - - Australian National University
2021 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
🏢 Professional Memberships
Certified Independent Financial Advisers Association (CIFAA)
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.