PHILLIP DONALD ATKINS
Financial Adviser · Ipswich, QLD
📚 Qualifications & Training
1994 - Associate Diploma of Business Office Administration - Other - Australian Institute of Commerce and Technology
2001 - Certificate 3 Financial Services - Certificate (AQF 1-4) - RMIT
2001 - Diploma Financial Services - Diploma (AQF 5) - RMIT
2002 - Industry Standard Education - RG146 specialist knowledge - - AMP Limited
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
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.