Financial Adviser
· SYDNEY, NSW
Phillip Bernard Patrick Reid
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000317332
Phillip Bernard Patrick Reid is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Phillip is currently authorised under Harbour Financial Group 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 Diploma of Financial Planning from FPA. 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
FPA
2007
ASX Accredited Listed Products Adviser
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2017
Accredited Aged Care Professional
Aged Care Steps
Registration History
MAGNITUDE GROUP PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register