PHILLIP DAVID OXENBRIDGE
Financial Adviser · Waterford, QLD
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Limited
2011 - Margin Lending and Geared Investments - - Kaplan Education Pty Limited
2012 - Master of Commerce Applied Finance - - Griffith University
2014 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide
2021 - Financial Advisor Exam - Other - FAESA
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.