Financial Adviser
· NEWCASTLE WEST, NSW
Philip John Stanbridge
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007279
Philip John Stanbridge is a financial adviser based in Newcastle West, New South Wales, with 19 years of experience in the financial services industry. Philip is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Philip holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Philip is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
Margin Lending and Geared Investments Statement of Attainment
Kaplan Professional
2011
Self Managed Superannuation Funds Statement of Attainment
Kaplan Professional
2012
Life Insurance & Skills Statement of Attainment
Kaplan Professional
2021
Client Engagement Skills SUB--676968
Kaplan Professional
2021
Superannuation and Retirement Advice SUB--18030
Kaplan Professional
2022
Insurance Advice SUB--18032
Kaplan Professional
2023
Investment Advice SUB--562493
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Restricted as per "Letter of Authorisation" issued
Source: ASIC Financial Advisers Register