Bree Emily Phillips
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000411048
- Location
- Newcastle NSW 2300
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 3 August 2026
- First provided advice
- 2018
- Qualifications
- Bachelor of Medical Radiation Science in Nuclear Medicine, University of Newcastle (2009); Diploma of Financial Planning (DFP1-3), Kaplan Professional (2015); Securities, Derivatives and Managed Investments Program (DFP4), Kaplan Professional (2015); Advanced Diploma of Financial Planning, Mentor Education (2016); Margin Lending Facilities (General Advice), Financial Education Professionals (2016); Self Managed Superannuation Funds Program, Kaplan Professional (2019); Tax for Financial Advising Course, Kaplan Professional (2024); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Bree Emily Phillips
Bree Emily Phillips is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newcastle, New South Wales (adviser number 000411048).
The licensee Bree advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 3 August 2026.
The register records 2018 as the year Bree first provided financial advice. Qualifications and training on file include Bachelor of Medical Radiation Science in Nuclear Medicine (University of Newcastle, 2009), Diploma of Financial Planning (DFP1-3) (Kaplan Professional, 2015) and Securities, Derivatives and Managed Investments Program (DFP4) (Kaplan Professional, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
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Questions people ask
Is Bree Emily Phillips a registered financial adviser?
Yes. Bree Emily Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000411048.
Which licensee does Bree Emily Phillips work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Bree Emily Phillips give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."