PHILLIP JAMES KIRK
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2021 - Bachelor of Business (Economics) - Bachelor Degree (AQF 7) - James Cook University
2024 - Certificate IV in Accounting and Bookkeeping - Certificate (AQF 1-4) - Monarch Institute
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
2025 - Master of Financial Planning - Bachelor Honours Degree (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
SMSF Association
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.