Financial Adviser
· MONASH, ACT
Phillip Clayton Thompson
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005120
Phillip Clayton Thompson is a financial adviser based in Monash, Australian Capital Territory, with 29 years of experience in the financial services industry. Phillip is currently authorised under Rise Financial Pty 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 Planning Association. Phillip is a member of Certified Independent Financial Advisers Association (CIFAA) and 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
1995
Bachelor of Commerce
Australian National University
1998
Diploma of Financial Planning
Deakin University
1999
Certified Financial Planner
Financial Planning Association
2003
Master of Management
Australian National University
2021
Ethics and Professional Relationships
Ethics - QUT