Financial Adviser · HOBART, TAS

Glynn Phillips

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000290847

Glynn Phillips is a financial adviser based in Hobart, Tasmania, with 21 years of experience in the financial services industry. Glynn is currently authorised under Hillross Financial Services Limited. Glynn 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 Bachelor of Economics from James Cook University. Glynn 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 Derivatives Deposit Products Government Bonds Margin Lending

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

Authorised to provide tax financial advice services

Qualifications and Training

1986

Bachelor of Economics

James Cook University

2007

Graduate Diploma of Financial Planning

Finsia

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Jul 2005 - Present Current

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