Financial Adviser
· WAMBERAL, NSW
Michael Phillips
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242227
Michael Phillips is a financial adviser based in Wamberal, New South Wales, with 27 years of experience in the financial services industry. Michael is currently authorised under Mpfp AFSL Pty Ltd. Michael 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 Master of Diplomacy and Trade from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
Newcastle University
2004
Advanced Diploma of Financial Services
Threesixty RTO
2006
Master of Diplomacy and Trade
Monash University
2008
Diploma of Financial Services (Finance & Mortgage Broking Mngt)
NSW TAFE
2010
Certificate 4 in Property services
The real estate training college
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
THE SALISBURY GROUP PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register