Financial Adviser · PARRAMATTA, NSW

Phillip Win

27 Years experience

Tax advice
authorised

Currently at

Parramatta, NSW

View firm profile

ASIC Registered · ADV 001000633

Phillip Win is a financial adviser based in Parramatta, New South Wales, with 27 years of experience in the financial services industry. Phillip is currently authorised under Profile Financial Services Pty 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 Certified Financial Planner from Financial Planning Association of Australia. Phillip is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Derivatives - limited to old law securities options contracts and warrants

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Economics

Australian National University

2000

Diploma of Financial Planning

Deakin University

2001

Certified Financial Planner

Financial Planning Association of Australia

2011

Margin Lending and Geared Investments

Kaplan Professional

Registration History

Profile Financial Services Pty Ltd

Jun 2005 - Present Current

Derivatives - limited to old law securities options contracts and warrants

Source: ASIC Financial Advisers Register