Financial Adviser
· BURSWOOD, WA
Phil John Alvaro
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231720
Phil John Alvaro is a financial adviser based in Burswood, Western Australia, with 21 years of experience in the financial services industry. Phil is currently authorised under Byfields Advice Pty Ltd. Phil 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 Bachelor of Business from Edith Cowan University. Phil is a member of CPA Australia (CPA) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Business
Edith Cowan University
2006
Diploma of Financial Planning
Kaplan Education Pty Ltd
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
Registration History
Source: ASIC Financial Advisers Register