Michael Phillips
Financial Adviser in Wamberal, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242227
- Location
- Wamberal NSW 2260
- Licensee
- MPFP AFSL Pty Ltd (AFSL 556604)
- Authorised since
- 19 September 2024
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, Newcastle University (1997); Advanced Diploma of Financial Services, Threesixty RTO (2004); Master of Diplomacy and Trade, Monash University (2006); Diploma of Financial Services (Finance & Mortgage Broking Mngt), NSW TAFE (2008); Certificate 4 in Property services, The real estate training college (2010)
- 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 Michael Phillips
Michael Phillips is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wamberal, New South Wales (adviser number 000242227).
The licensee Michael advises under is MPFP AFSL Pty Ltd (AFS licence 556604). The current authorisation started on 19 September 2024.
The register records 1999 as the year Michael first provided financial advice. The qualifications listed for Michael include Bachelor of Commerce (Newcastle University, 1997), Advanced Diploma of Financial Services (Threesixty RTO, 2004) and Master of Diplomacy and Trade (Monash University, 2006).
Michael 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 Michael Phillips a registered financial adviser?
Yes. Michael Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242227.
Which licensee does Michael Phillips work under?
MPFP AFSL Pty Ltd, Australian financial services licence 556604.
What can Michael 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.