Financial Adviser · TRENTHAM, VIC

Phillip Arthur Osborne

28 Years experience
Tax advice
authorised
ASIC Registered · ADV 000264650

Phillip Arthur Osborne is a financial adviser based in Trentham, Victoria, with 28 years of experience in the financial services industry. Phillip is currently authorised under Dirigere Advisory Pty Limited. Phillip 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 Commerce from University of Western Sydney. 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1998
Diploma of Financial Planning
FPA / Deakin University
2006
Master of Commerce
University of Western Sydney
2020
Master of Laws in Enterprise Governance
Bond University

Registration History

Jul 2021 - Present Current
Oct 2019 - Jun 2021 Ceased
Dec 2016 - Oct 2019 Ceased
Feb 2012 - Oct 2016 Ceased
PRINCIPAL FINANCIAL GROUP PTY LTD
Feb 2011 - Jan 2012 Ceased
Jan 2010 - Jan 2011 Ceased
Nov 2004 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register