About Nicholas Phillips
Nicholas Phillips is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry since 1999. Nicholas is currently authorised under Fortnum Private Wealth. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Certified Financial Planner from Financial Advice Association of Australia (FAAA). Nicholas 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
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Registration History
Aug 2026 - Present
Current
Not SMSF
Dec 2023 - Apr 2026
Ceased
Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
Jul 2022 - Dec 2023
Ceased
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited - (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
L.U.C.R.F. PTY. LTD.
Nov 2021 - Jun 2022
Ceased
Feb 2016 - Oct 2021
Ceased
Sep 2014 - Dec 2015
Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Jun 2010 - Sep 2014
Ceased
Source: ASIC Financial Advisers Register