Financial Adviser · BRISBANE CITY, QLD

Phillip Ashley Turvey

10 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001246692

Phillip Ashley Turvey is a financial adviser based in Brisbane City, Queensland, with 10 years of experience in the financial services industry. Phillip is currently authorised under Actuate Alliance Services Pty Ltd. Phillip holds authorisations to advise on superannuation, life insurance, managed investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a 5 unit CFP Certification Program from Financial Planning Association of Australia Ltd. Phillip is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Deposit Products

Restrictions: Not Authorised to provide SMSF Advice.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Banking & Finance)

Queensland University of Technology

2006

8 units Diploma of Financial Planning

Financial Planning Association of Australia Ltd

2009

Master of Business (Applied Finance)

Queensland University of Technology

2011

Master of Business (Research)

Queensland University of Technology

2015

FNSASICR503A Provide Advice in Margin Lending

Kaplan Education Pty Ltd

2015

FNSSMS601A Provide advice in Self-Managed Superannuation Funds

Kaplan Education Pty Ltd

2016

FNS50615 Diploma of Financial Planning

Kaplan Education Pty Ltd

2021

5 unit CFP Certification Program

Financial Planning Association of Australia Ltd

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Actuate Alliance Services Pty Ltd

Jul 2025 - Present Current

Not Authorised to provide SMSF Advice.

Bridges Financial Services Pty Limited

Aug 2022 - Jun 2023 Ceased

Advice on superannuation excludes self-managed superannuation funds.

Psk Advisory Services Pty Ltd

Aug 2016 - Oct 2018 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register