Financial Adviser
· NEWCASTLE, NSW
Bree Emily Phillips
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000411048
Bree Emily Phillips is a financial adviser based in Newcastle, New South Wales, with 8 years of experience in the financial services industry. Bree is currently authorised under Newcastle Greater Mutual Group Ltd. Bree holds authorisations to advise on superannuation, life insurance, managed investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of MRS/MN from University of Newcastle. Bree is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of MRS/MN
University of Newcastle
2015
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Superannuation: Not authorised to provide SMSF advice.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register