Phil John Alvaro
Financial Adviser in Burswood, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231720
- Location
- Burswood WA 6100
- Licensee
- Byfields Advice Pty Ltd (AFSL 507506)
- Authorised since
- 1 October 2018
- First provided advice
- 2005
- Qualifications
- Bachelor of Business, Edith Cowan University (1999); Diploma of Financial Planning, Kaplan Education Pty Ltd (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2009); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2010)
- Memberships
- CPA Australia (CPA); 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 Phil John Alvaro
Phil John Alvaro is a financial adviser in Burswood, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000231720.
Advice is given under the Australian financial services licence of Byfields Advice Pty Ltd, licence number 507506. The current authorisation started on 1 October 2018.
The register records 2005 as the year Phil first provided financial advice. The qualifications listed for Phil include Bachelor of Business (Edith Cowan University, 1999), Diploma of Financial Planning (Kaplan Education Pty Ltd, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2009). Phil is recorded as a member of CPA Australia (CPA) and 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 Phil John Alvaro a registered financial adviser?
Yes. Phil John Alvaro is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231720.
Which licensee does Phil John Alvaro work under?
Byfields Advice Pty Ltd, Australian financial services licence 507506.
What can Phil John Alvaro 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.