Financial Adviser
· SYDNEY, NSW
Philip Barry Sharp
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006074
Philip Barry Sharp is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Philip is currently authorised under Morgan Stanley Wealth Management Australia Pty Ltd. 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 Certified Financial Planner Education Program from Financial Planning Association of Australia. Philip 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
1998
Bachelor of Commerce
University of Sydney
2003
Graduate Diploma of Financial Planning
Securities Institute Education
2009
Certified Financial Planner Education Program
Financial Planning Association of Australia
2012
Diploma of Financial Services (Financial Planning) (FNS50804)
Pinnacle Financial Services Academy
2016
Self Managed Superannuation Funds
Kaplan Professional Education