Financial Adviser
· MELBOURNE, VIC
Mark Anthony Phillips
No disciplinary history on record with ASIC
MELBOURNE,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000237149
About Mark Anthony Phillips
Mark Anthony Phillips is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry since 2003. Mark is currently authorised under Gill And Co Advisory. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Bachelor of Business from Victoria College / Deakin University. Mark is a member of Association of Independently Owned Financial Professionals (AIOFP) and National Tax & Accountants Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business
Victoria College / Deakin University
1993
Certified Practicing Accountant
Australian Society of CPAs
2004
Graduate Diploma of Financial Planning
Securities Institute
2015
SMSF Specialist Advisor
Self Managed Super Fund Association