Financial Adviser
· NEWSTEAD, QLD
Phillip Martin Whiteley
No disciplinary history on record with ASIC
NEWSTEAD,
QLD
30
Years experience
ASIC Registered · ADV 000243495
About Phillip Martin Whiteley
Phillip Martin Whiteley is a financial adviser based in Newstead, Queensland, with 30 years of experience in the financial services industry since 1996. Phillip is currently authorised under Collins Wealth Management. Phillip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Phillip's qualifications include a Advanced Diploma in Accounting from TAFE. Phillip is a member of SMSF Association and The Tax Institute.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
1994
Financial Planning Certificate
The Chartered Insurance Institute
1996
Financial Planning COurse
Securities Institute
1999
DFP8 and PKE
Financial Planning Association
2011
Advanced Diploma in Accounting
TAFE
2012
SMSF Specialist Adviser
SMSF ssociation