PHILLIP MCNEILL
Financial Adviser · East Brisbane, QLD
📚 Qualifications & Training
2000 - Bachelor of Business ( Banking & Finance) - - Queensland University of Technology
2001 - Diploma of Financial Planning - - Deakin University
2004 - ASX Approved Derivatives Adviser Level 1 & 2 - - KAPLAN Professional
2007 - graduate Diploma in Applied Finance & Investment - - Securities Institute of Australia
2010 - Margin Lending Accreditation - - Deakin Prime
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.