Financial Adviser · ERINA, NSW

Phillip Andrew Lindsay Segaert

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000352433

Phillip Andrew Lindsay Segaert is a financial adviser based in Erina, New South Wales, with 13 years of experience in the financial services industry. Phillip is currently authorised under Interprac Financial Planning 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 Advanced Diploma of Financial Planning from Kaplan Professional. Phillip is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).

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

2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending & Geared Investments
Kaplan Professional Education
2013
Principles in Self Managed Superannuation Funds
International Institute of Technology
2018
Advanced Diploma of Financial Planning
Kaplan Professional

Registration History

Mar 2020 - Present Current
ACN 128 650 037 PTY LIMITED
Mar 2012 - Mar 2020 Ceased
RV WEALTH PTY LTD
Oct 2010 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register