Financial Adviser
· MELBOURNE, VIC
Phillip Sproule
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001459
About Phillip Sproule
Phillip Sproule is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Phillip is currently authorised under Index Tracking Financial Advice. Phillip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phillip's 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Margin Lending & Geared Investments
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Master of Financial Planning
Kaplan Professional
Registration History
Excludes Self Managed Superannuation Funds
QINVEST LIMITED
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF advice
Source: ASIC Financial Advisers Register