Nicholas Phillips
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000465337
- Location
- Melbourne VIC 3000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 31 August 2026
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2010); Certified Financial Planner, Financial Advice Association of Australia (FAAA) (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas Phillips
Nicholas Phillips is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000465337.
Nicholas provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 31 August 2026.
According to the register, Nicholas first provided financial advice in 1999. Qualifications and training on file include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2010), Certified Financial Planner (Financial Advice Association of Australia (FAAA), 2019) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020). Nicholas is recorded as a member of Financial Advice Association of Australia (FAAA).
Nicholas 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.
The register adds a condition to this authorisation: “Not SMSF.”
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Questions people ask
Is Nicholas Phillips a registered financial adviser?
Yes. Nicholas Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000465337.
Which licensee does Nicholas Phillips work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Nicholas 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. It also records this restriction: "Not SMSF."