Financial Adviser
· LAUNCESTON, TAS
Philippa Jane Cassidy
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341289
Philippa Jane Cassidy is a financial adviser based in Launceston, Tasmania, with 32 years of experience in the financial services industry. Philippa is currently authorised under Financial Streams Services Pty Ltd. Philippa 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 Commerce from University of Tasmania. Philippa 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
1993
Bachelor of Commerce
University of Tasmania
1995
Diploma of Financial Planning
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
INTAS FINANCIAL SERVICES PTY. LTD.
WILLS FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register