Financial Adviser · CANBERRA CITY, ACT

Craig Phillips

CANBERRA CITY, ACT
35 Years experience
Tax advice
authorised
ASIC Registered · ADV 000334567
Currently at
Mona Vale, NSW (firm address)

Craig Phillips is a financial adviser based in Canberra City, Australian Capital Territory, with 35 years of experience in the financial services industry since 1991. Craig is currently authorised under Fintegrity Wealth Advisers, operating through Phillips Wealth Partners. Craig holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Craig's qualifications include a Bachelor of Economics from James Cook University. Craig is a member of FChFP - Fellow Chartered Financial Practitioner, Financial Advice Association of Australia (FAAA), SSA - SMSF Specialist Accreditation (SPAA) and TEP - Registered Trust and Estate Practitioner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1989
Bachelor of Economics
James Cook University
2007
Diploma of Financial Services
Kaplan Professional
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Ethics for Financial Services
Ethics - Deakin University
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Sep 2023 - Present Current
Mar 2020 - Sep 2023 Ceased
Apr 2018 - Mar 2020 Ceased
Financial Planning products only.
Oct 2015 - Mar 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jun 2013 - Sep 2015 Ceased
May 2011 - May 2013 Ceased
Feb 2009 - May 2011 Ceased

Source: ASIC Financial Advisers Register