Financial Adviser
· MAROUBRA, NSW
Phillip James Kirk
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310589
Phillip James Kirk is a financial adviser based in Maroubra, New South Wales, with 1 year of experience in the financial services industry. Phillip is currently authorised under Gps Wealth 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 Master of Financial Planning from Kaplan Higher Education. Phillip is a member of Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Business (Economics)
James Cook University
2024
Certificate IV in Accounting and Bookkeeping
Monarch Institute
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
SMSF Specialist Advisor (SSA)
SMSF Association
2025
Master of Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register