Financial Adviser
· GOLDEN GROVE, SA
Philip Butterfield
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269918
Philip Butterfield is a financial adviser based in Golden Grove, South Australia, with 8 years of experience in the financial services industry. Philip is currently authorised under Matrix Planning Solutions Limited. Philip 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Philip 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
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Self Managed Superannuation Funds Course
Financial Essentials
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Securities, SMSF & Standard Margin Lending
Source: ASIC Financial Advisers Register