PHILLIP MARTIN WHITELEY
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1994 - Financial Planning Certificate - - The Chartered Insurance Institute
1996 - Financial Planning COurse - - Securities Institute
1999 - DFP8 and PKE - - Financial Planning Association
2011 - Advanced Diploma in Accounting - - TAFE
2012 - SMSF Specialist Adviser - - SMSF ssociation
🏢 Professional Memberships
SMSF Association
The Tax Institute
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.