Heidi Therese Phillips
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008697
- Location
- Sydney NSW 2000
- Licensee
- Garnsey Partners Pty Limited (AFSL 446874)
- Authorised since
- 31 January 2014
- First provided advice
- 2014
- Qualifications
- Bachelor of Business, Southern Cross University (2000); Chartered Accountant, ICAA (2005); Diploma in Financial Services (Financial Planning), Intellitrain Pty Limited (2011); Certificate of Public Practice, ICAA (2013); FPC001b8, Kaplan Professional (2025); FPC002Bv9, Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Heidi Therese Phillips
On the Financial Advisers Register kept by ASIC, Heidi Therese Phillips appears as a current financial adviser in Sydney, New South Wales, adviser number 001008697.
The licensee Heidi advises under is Garnsey Partners Pty Limited (AFS licence 446874). The current authorisation started on 31 January 2014.
The register records 2014 as the year Heidi first provided financial advice. The qualifications listed for Heidi include Bachelor of Business (Southern Cross University, 2000), Chartered Accountant (ICAA, 2005) and Diploma in Financial Services (Financial Planning) (Intellitrain Pty Limited, 2011). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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 Heidi Therese Phillips a registered financial adviser?
Yes. Heidi Therese Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008697.
Which licensee does Heidi Therese Phillips work under?
Garnsey Partners Pty Limited, Australian financial services licence 446874.
What can Heidi Therese 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.