SARAH DENISE PHILLIPS
Financial Adviser · Mona Vale, NSW
📚 Qualifications & Training
1994 - Diploma of Superannuation Management - Diploma (AQF 5) - ASFA
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - Graduate Diploma of Financial Planing - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - Specialist SMSF Course - Other - SuperConcepts & University of Aldeiade
🏢 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.