PHILLIP SCANDIZZO
Financial Adviser · Malvern East, VIC
📚 Qualifications & Training
1986 - Bachelor of Business (Accounting) - - Monash
1999 - Certified Financial Planner - - FPA
2013 - Credit Adviser - - MFAA
2013 - Diploma of Finance & Mortgage Broking - - Intellitrain
2025 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
Mortgage & Finance Association Australia (MFAA)
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.