Financial Adviser
· GREENSBOROUGH, VIC
Phillip Thompson
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000417583
Phillip Thompson is a financial adviser based in Greensborough, Victoria, with 15 years of experience in the financial services industry. Phillip is currently authorised under Skye Money Pty Ltd. Phillip 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 Master of Financial Planning from Kaplan Professional. Phillip 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Certificate IV in Finance and Mortgage Broking
Kaplan
2012
Diploma of Financial Services
Kaplan
2014
Advanced Diploma of Financial Services
Kaplan
2023
Graduate Diploma
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register