Financial Adviser · MELBOURNE, VIC

Philip Kenneth Elmslie

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001808

Philip Kenneth Elmslie is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Philip is currently authorised under Guideway Financial Services Pty Ltd. Philip 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 Services (v1) from University of New England. Philip 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

Restrictions: 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

Authorised to provide tax financial advice services

Qualifications and Training

2008
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2009
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Kaplan Education Pty Limited
2015
Graduate Diploma in Financial Services
University of New England
2016
Master of Financial Services (v1)
University of New England
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jul 2025 - Present Current
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
Apr 2019 - Jun 2025 Ceased
Mar 2012 - Feb 2019 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
May 2011 - Dec 2011 Ceased
GWM ADVISER SERVICES PTY LTD
Feb 2010 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register