PHILLIP WIN
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - Australian National University
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.