Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Philippa Jayne Weekley

32 Years experience
Tax advice
authorised
Currently at
Canaccord Genuity Financial Limited
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001006383

Philippa Jayne Weekley is a financial adviser based in Melbourne, Victoria, with 32 years of experience in the financial services industry. Philippa is currently authorised under Canaccord Genuity Financial Limited. Philippa holds authorisations to advise on managed investments, securities, derivatives and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Professional Diploma in Stockbroking from Stockbrokers Association. Philippa is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Tax Financial Advice Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: Authorised to provide personal financial product advice to retail clients on:Derivatives - Level 1.

Authorised to provide tax financial advice services

Qualifications and Training

1998
ADA1
Tribeca
2002
ASIC PS146 Compliance (Securities and Managed Investments)
Securities and Derivatives Industry Association
2010
Margin Lending
Stockbrokers Association of Australia
2010
Professional Diploma in Stockbroking
Stockbrokers Association
2021
Relevant Provider Exam
FASEA

Registration History

Canaccord Genuity Financial Limited
Mar 2009 - Present Current
Authorised to provide personal financial product advice to retail clients on:Derivatives - Level 1.

Source: ASIC Financial Advisers Register