ROBERT WILLIAM PHILLIPS
Financial Adviser · Payneham, SA
📚 Qualifications & Training
2010 - Graduate Certificate in Management - Graduate Certificate (AQF 8) - The University of Adelaide
2010 - Master of Business Administration - Masters Degree (AQF 9) - The University of Adelaide
2011 - Graduate Diploma in Global Wealth Management - Graduate Diploma (AQF 8) - The University of Adelaide
2011 - Professional Certificate in SMSF - Other - Adelaide University
2017 - TASA and the TPB Code of Professional Conduct - - KAPLAN
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.