Financial Adviser
· SYDNEY, NSW
Heidi Therese Phillips
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008697
Heidi Therese Phillips is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Heidi is currently authorised under Garnsey Partners Pty Limited. Heidi 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 from Southern Cross University. Heidi is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business
Southern Cross University
2005
Chartered Accountant
ICAA
2011
Diploma in Financial Services (Financial Planning)
Intellitrain Pty Limited
2013
Certificate of Public Practice
ICAA
2025
FPC001b8
Regulation & Legal Obligations - Kaplan Professional
2025
FPC002Bv9
Ethics - Kaplan Professional