Financial Adviser
· CHATSWOOD, NSW
Philip Anthony Broadbent
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332985
Philip Anthony Broadbent is a financial adviser based in Chatswood, New South Wales, with 17 years of experience in the financial services industry. Philip is currently authorised under Millennium 3 Financial Services 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 Bachelor of Business from University of Technology, Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business
University of Technology, Sydney
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2024
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register