David Henry Phippard
Financial Adviser in Ringwood, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264953
- Location
- Ringwood VIC 3134
- Licensee
- Epona Licensee Services Pty Ltd (AFSL 549637)
- Authorised since
- 17 December 2023
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (2006); Self Managed Superannuation Funds, Kaplan (2018); Tier 1 Margin Lending, Kaplan (2018); Graduate Diploma of Financial Planning, Kaplan (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Henry Phippard
On the Financial Advisers Register kept by ASIC, David Henry Phippard appears as a current financial adviser in Ringwood, Victoria, adviser number 000264953.
The licensee David advises under is Epona Licensee Services Pty Ltd (AFS licence 549637). The current authorisation started on 17 December 2023.
According to the register, David first provided financial advice in 1999. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association, 2006), Self Managed Superannuation Funds (Kaplan, 2018) and Tier 1 Margin Lending (Kaplan, 2018).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Henry Phippard a registered financial adviser?
Yes. David Henry Phippard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264953.
Which licensee does David Henry Phippard work under?
Epona Licensee Services Pty Ltd, Australian financial services licence 549637.
What can David Henry Phippard 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.