Financial Adviser
· MOUNT LAWLEY, WA
Philip Connor-stead
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004899
Philip Connor-stead is a financial adviser based in Mount Lawley, Western Australia, with 22 years of experience in the financial services industry. Philip is currently authorised under Capstone Financial Planning Pty Ltd. Philip 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 Advanced Diploma of Financial Planning from Mentor Education. Philip 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
AAMC Training Group
2013
Margin Lending
Pinnacle
2014
Self Managed Superannuation Funds
Kaplan
2017
Advanced Diploma of Financial Planning
Mentor Education
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register