Billy-Joe Phillips
Financial Adviser in Gosford, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002912
- Location
- Gosford NSW 2250
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 17 December 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Management, The University of Newcastle (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Billy-Joe Phillips
Billy-Joe Phillips is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Gosford, New South Wales (adviser number 001002912).
Billy-Joe provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 17 December 2021.
The register records 2004 as the year Billy-Joe first provided financial advice. The qualifications listed for Billy-Joe include Bachelor of Management (The University of Newcastle, 2003), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and 5 Unit CFP Certification Program (Financial Planning Association of Australia (FPA), 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice 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.
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Questions people ask
Is Billy-Joe Phillips a registered financial adviser?
Yes. Billy-Joe Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002912.
Which licensee does Billy-Joe Phillips work under?
Count Financial Limited, Australian financial services licence 227232.
What can Billy-Joe 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.