Financial Adviser · SYDNEY, NSW

Phillip Andrew Hines

37 Years experience
Tax advice
authorised
ASIC Registered · ADV 000325244

Phillip Andrew Hines is a financial adviser based in Sydney, New South Wales, with 37 years of experience in the financial services industry. Phillip is currently authorised under Perpetual Trustee Company Limited. Phillip holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma in Financial Planning from Kaplan. Phillip is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services
Kaplan
2011
Margin Lending Acceditation Program
Financial Essentials
2014
Cavendish & ICFS Specialist, SMSF Course
The University of Adelaide
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Graduate Diploma in Financial Planning
Kaplan

Registration History

Mar 2016 - Present Current
Nov 2010 - Mar 2016 Ceased
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only;
Nov 2010 - Jun 2013 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
May 2008 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register