Financial Adviser
· BROOKVALE, NSW
Rhys Jamie Moorehouse Phillips
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238626
Rhys Jamie Moorehouse Phillips is a financial adviser based in Brookvale, New South Wales, with 10 years of experience in the financial services industry. Rhys is currently authorised under Strategy First Financial Planning Pty Ltd. Rhys 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 Bachelor of Commerce majoring in Finance from Macquarie University. Rhys is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce majoring in Finance
Macquarie University
2012
FNS60410 Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2024
TASACL Commercial Law
Kaplan Higher Education Pty Ltd
2024
TFA Tax for Financial Advising
Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register