Data sourced from ASIC Financial Advisers Register
Financial Adviser · KENT TOWN, SA

Philip Trevor Hancox

13 Years experience
Tax advice
authorised
Currently at
Psk Advisory Services Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000443157

Philip Trevor Hancox is a financial adviser based in Kent Town, South Australia, with 13 years of experience in the financial services industry. Philip is currently authorised under Psk Advisory Services Pty Ltd. 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 Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). 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 Margin Lending

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Arts (International Studies)
University of South Australia
2011
Bachelor of Management (Marketing)
University of South Australia
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2020
CFP Certification Program
Financial Advice Association Australia (FAAA)
2020
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2024
Margin Lending Specialist
Kaplan Professional
2025
Accredited Aged Care Professional
Aged Care Steps

Registration History

Psk Advisory Services Pty Ltd
Aug 2017 - Present Current
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
PORTFOLIO PLANNING SOLUTIONS LTD
Apr 2016 - May 2021 Ceased
Superannuation advice excluding Self Managed Superannuation Funds
PPS LIFESTYLE SOLUTIONS PTY LTD
Apr 2016 - May 2021 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Jul 2013 - Feb 2014 Ceased

Source: ASIC Financial Advisers Register