PHILLIP MICHAEL BROWN

Financial Adviser Β· Ballarat Central, VIC

Registered

Registration Number

001269695

Registration Status

Registered

Location

Ballarat Central, VIC 3350

Providing Advice Since

2018

Registration Date

26/11/2018

Financial Services Licensee

PPT FINANCIAL PTY LTD

Licence #000252992

πŸ“š Qualifications & Training

2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Ballarat
2005 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - CPA Australia
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

CPA Australia (CPA)

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.