Glynn Phillips
Financial Adviser in Hobart, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000290847
- Location
- Hobart TAS 7000
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 13 July 2005
- First provided advice
- 2005
- Qualifications
- Bachelor of Economics, James Cook University (1986); Graduate Diploma of Financial Planning, Finsia (2007); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2023)
- Memberships
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Glynn Phillips
On the Financial Advisers Register kept by ASIC, Glynn Phillips appears as a current financial adviser in Hobart, Tasmania, adviser number 000290847.
Advice is given under the Australian financial services licence of Hillross Financial Services Limited, licence number 232705. The current authorisation started on 13 July 2005.
The register records 2005 as the year Glynn first provided financial advice. Qualifications and training on file include Bachelor of Economics (James Cook University, 1986), Graduate Diploma of Financial Planning (Finsia, 2007) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010). Glynn is recorded as a member of Financial Advice Association of Australia (FAAA).
Glynn is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Glynn Phillips a registered financial adviser?
Yes. Glynn Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290847.
Which licensee does Glynn Phillips work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Glynn 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."