Financial Adviser · WILLETTON, WA

Stephen Andrew Phillips

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000338543

Stephen Andrew Phillips is a financial adviser based in Willetton, Western Australia, with 18 years of experience in the financial services industry. Stephen is currently authorised under Consultum Financial Advisers Pty Ltd. Stephen 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2019

Advanced Diploma of Financial Planning

Kaplan Professional

2022

Fellow Chartered Financial Practitioner (FChFP)

The Association of Financial Advisers Limited

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

Accredited Aged Care Professional

Aged Care Steps

Registration History

Consultum Financial Advisers Pty Ltd

Oct 2025 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Ff Financial Services Pty Ltd

Aug 2024 - Oct 2025 Ceased

Does not include SMSF authorisation

Ff Financial Services Pty Ltd

Aug 2024 - Aug 2024 Ceased

unable to do SMSF.

Synchron Advice Pty Ltd

Sep 2021 - Dec 2021 Ceased

Superannuation authorisation excludes Self Managed Superannuation Funds

Charter Financial Planning Limited

Dec 2015 - Jul 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

MCA FINANCIAL PLANNERS PTY. LTD.

Dec 2012 - Nov 2015 Ceased

WESTERN PACIFIC FINANCIAL GROUP PTY LTD

Mar 2010 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register