Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORWEST, NSW

Philip Charles Mccoy

29 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000248135

Philip Charles Mccoy is a financial adviser based in Norwest, New South Wales, with 29 years of experience in the financial services industry. Philip is currently authorised under Akumin Financial Planning Pty Limited. Philip 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 Bachelor of Business (Accounting) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Business (Accounting)
Charles Sturt University
2000
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2014
SMSF Specialist Advisor Program
SMSF Association
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
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