Financial Adviser
· WATERFORD, QLD
Phillip David Oxenbridge
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239816
Phillip David Oxenbridge is a financial adviser based in Waterford, Queensland, with 25 years of experience in the financial services industry. Phillip is currently authorised under Ad Advisory Services 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 Master of Commerce Applied Finance from Griffith University.
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
2009
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Master of Commerce Applied Finance
Griffith University
2014
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2021
Financial Advisor Exam
FAESA
Registration History
AIW DEALER SERVICES PTY LTD
GUARDIANFP PTY LIMITED
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register