Financial Adviser
· SYDNEY, NSW
Leon Phillips
No disciplinary history on record with ASIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242593
Leon Phillips is a financial adviser based in Sydney, New South Wales, with 33 years of experience in the financial services industry. Leon is currently authorised under Consultum Financial Advisers Pty Ltd. Leon 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 Advanced Diploma Financial Services (Financial Planning) FNB60402 from Integratec Training. Leon 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Advanced Diploma Financial Services (Financial Planning) FNB60402
Integratec Training
2004
Diploma Financial Services FP FNB50802
Integratec Training
2011
RG146 Margin Lending
MLC ThreeSixty