Leon Phillips
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242593
- Location
- Sydney NSW 2000
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 1993
- Qualifications
- Advanced Diploma Financial Services (Financial Planning) FNB60402, Integratec Training (2004); Diploma Financial Services FP FNB50802, Integratec Training (2004); RG146 Margin Lending, MLC ThreeSixty (2011)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Leon Phillips
On the Financial Advisers Register kept by ASIC, Leon Phillips appears as a current financial adviser in Sydney, New South Wales, adviser number 000242593.
Advice is given under the Australian financial services licence of Consultum Financial Advisers Pty Ltd, licence number 230323. The current authorisation started on 1 June 2021.
The register records 1993 as the year Leon first provided financial advice. The qualifications listed for Leon include Advanced Diploma Financial Services (Financial Planning) FNB60402 (Integratec Training, 2004), Diploma Financial Services FP FNB50802 (Integratec Training, 2004) and RG146 Margin Lending (MLC ThreeSixty, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Leon Phillips a registered financial adviser?
Yes. Leon Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242593.
Which licensee does Leon Phillips work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Leon 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.