RHYS JAMIE MOOREHOUSE PHILLIPS
Financial Adviser · Brookvale, NSW
📚 Qualifications & Training
2009 - Bachelor of Commerce majoring in Finance - Bachelor Degree (AQF 7) - Macquarie University
2012 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Ltd
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2024 - TASACL Commercial Law - Other - Kaplan Higher Education Pty Ltd
2024 - TFA Tax for Financial Advising - Other - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
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.