Financial Adviser
· SYDNEY, NSW
Phillip Gillard
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000241959
Phillip Gillard is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Phillip is currently authorised under Shadforth Financial Group Limited. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (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
1996
Bachelor of Commerce
University of Western Sydney
1999
Diploma of Financial Planning
Deakin University
2011
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)