Financial Adviser
· JOONDALUP, WA
Philippe Bossert
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320029
Philippe Bossert is a financial adviser based in Joondalup, Western Australia, with 19 years of experience in the financial services industry. Philippe is currently authorised under Capstone Financial Planning Pty Ltd. Philippe 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 (Double Major in Accounting and Finance) from Edith Cowan University. Philippe is a member of CPA Australia (CPA).
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
2002
Legal Framework 1 LAW 1100
Edith Cowan University
2004
Bachelor of Business (Double Major in Accounting and Finance)
Edith Cowan University
2007
Diploma of Financial Services (Financial Planning)
Financial Services Institute of Australia (FINSIA)
2010
Advanced Taxation (CPA Program)
CPA Australia
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
CPA Program
CPA Australia
2018
Self Managed Superannuation Funds
Kaplan Professional
Registration History
DOVER FINANCIAL ADVISERS PTY LTD
PRESTIGE WEALTH ADVISERS PTY LTD
Source: ASIC Financial Advisers Register