Financial Adviser
· BONDI JUNCTION, NSW
Philip William Sheridan
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004638
Philip William Sheridan is a financial adviser based in Bondi Junction, New South Wales, with 37 years of experience in the financial services industry. Philip is currently authorised under Viridian Advisory Pty Ltd. Philip 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 of Australia. Philip 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
1982
Bachelor of Business
NSW Institute of Technology
2003
Certified Financial Planner
Financial Planning Association of Australia
2003
Diploma of Financial Planning
Deakin University
2005
Self Managed Super Funds
Tribeca
2011
Margin Lending and Geared Investments
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register