Financial Adviser
· WAYVILLE, SA
Kurtis Phillips
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001305178
Kurtis Phillips is a financial adviser based in Wayville, South Australia, with 2 years of experience in the financial services industry. Kurtis is currently authorised under Kaizen Wealth Pty Ltd. Kurtis 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 Masters of Finance from University of South Australia.
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
2014
Bachelor of Science and Business Admin
John Brown University (USA)
2017
Masters of Finance
University of South Australia
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited