Financial Adviser
· WEST END, QLD
Phillip Donald Atkins
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248828
Phillip Donald Atkins is a financial adviser based in West End, Queensland, with 27 years of experience in the financial services industry. Phillip is currently authorised under Morgans Financial Limited. 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 Associate Diploma of Business Office Administration from Australian Institute of Commerce and Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Associate Diploma of Business Office Administration
Australian Institute of Commerce and Technology
2001
Certificate 3 Financial Services
RMIT
2001
Diploma Financial Services
RMIT
2002
Industry Standard Education
- AMP Limited
2020
Ethics and Professional Relationships
Ethics - QUT
Registration History
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