Financial Adviser
· DUBBO, NSW
Philip Barclay
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263896
Philip Barclay is a financial adviser based in Dubbo, New South Wales, with 26 years of experience in the financial services industry. Philip is currently authorised under Gwp 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 Certified Financial Planner (CFP) from Financial Advice 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
1992
Bachelor of Economics
University of Newcastle
2002
Diploma of Financial Planning
Deakin University
2004
Certified Financial Planner (CFP)
Financial Advice Association of Australia
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register