Financial Adviser
· CARINA HEIGHTS, QLD
Phillip Passaris
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006707
Phillip Passaris is a financial adviser based in Carina Heights, Queensland, with 12 years of experience in the financial services industry. Phillip is currently authorised under Lifespan Financial Planning 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 Certified Financial Planner from Financial Advice Association of Australia (FAAA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce
Griffith University
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Masters of Applied Finance (Major in Corporate Finance/Advisory)
Kaplan
2019
Certified Financial Planner
Financial Advice Association of Australia (FAAA)
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan