Financial Adviser · MAROUBRA, NSW

Phillip James Kirk

1 Years experience
Tax advice
authorised
Currently at
Sydney, NSW
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

Jun 2025 - Present Current
Jul 2024 - Jun 2025 Ceased

Source: ASIC Financial Advisers Register