Data sourced from ASIC Financial Advisers Register
Financial Adviser · GLADSTONE, QLD

Philippa Walters

GLADSTONE, QLD
36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000307394
Practice
Triumph Financial Planning
Gladstone, QLD (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Philippa Walters

Philippa Walters is a financial adviser based in Gladstone, Queensland, with 36 years of experience in the financial services industry since 1990. Philippa works at Triumph Financial Planning, which is licensed through Capstone Financial Planning. Philippa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Philippa's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Philippa 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
Financial Planning Association of Australia
2010
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2017
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Self Managed Superannuation Fund
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Oct 2017 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Aug 2011 - Oct 2017 Ceased
This Authorised Representative is not authorised to provide advice in Self Managed Superannuation Funds
Financial Wisdom Limited
Nov 2006 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register