Adam David Phillips
Financial Adviser in Newstead, Queensland, Australia
Review Adam David Phillips
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000339435
- Location
- Newstead QLD 4006
- Licensee
- Fortitude Wealth Solutions Pty Ltd (AFSL 511301)
- Authorised since
- 18 December 2018
- First provided advice
- 1996
- Qualifications
- Bachelor of International Business, Griffith University (1993); Graduate Diploma in Applied Fiance and Investment, Securities Institute of Australia (1996); Masters of Business Administration, University of Queensland (2000); Certified Financial Planner, Financial Planning Association of Australia (2002)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam David Phillips
Adam David Phillips is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newstead, Queensland (adviser number 000339435).
Advice is given under the Australian financial services licence of Fortitude Wealth Solutions Pty Ltd, licence number 511301. The current authorisation started on 18 December 2018.
The register records 1996 as the year Adam first provided financial advice. Qualifications and training on file include Bachelor of International Business (Griffith University, 1993), Graduate Diploma in Applied Fiance and Investment (Securities Institute of Australia, 1996) and Masters of Business Administration (University of Queensland, 2000). Adam is recorded as a member of FINSIA and Financial Advice Association of Australia (FAAA).
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Adam David Phillips here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Adam David Phillips a registered financial adviser?
Yes. Adam David Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339435.
Which licensee does Adam David Phillips work under?
Fortitude Wealth Solutions Pty Ltd, Australian financial services licence 511301.
What can Adam David Phillips give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.