Financial Adviser
· KINGSTON, ACT
Phillip Nicolas Bures
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258914
Phillip Nicolas Bures is a financial adviser based in Kingston, Australian Capital Territory, with 9 years of experience in the financial services industry. Phillip is currently authorised under Fortnum Private Wealth Ltd. Phillip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Advice Association Australia. Phillip is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Management)
University of Newcastle
2012
Bachelor of Commerce (Finance and Accounting)
University of Newcastle
2013
Diploma of Financial Planning
Monarch Institute
2015
Advanced Diploma of Financial Planning
Monarch Institute
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Certified Financial Planner
Financial Advice Association Australia
Registration History
Superannuation includes Self Managed Superannuation Fund
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register