Phil Patrick Tuazon
Financial Adviser in Woolooware, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004689
- Location
- Woolooware NSW 2230
- Licensee
- Ascend Advice Pty Ltd (AFSL 563246)
- Authorised since
- 10 February 2025
- First provided advice
- 2013
- Qualifications
- Margin Lending & Geared Investments, Kaplan Professional (2010); Advanced Diploma of Financial Planning, Kaplan Professional Education (2013); RG146 Self-Managed Super Funds, Kaplan Professional (2014); RG146 Securities & Direct, International Equities and Listed Income Securities (SFP) 2012, eAcademy (2016); Master of Financial Planning, Kaplan Professional Education (2017); Financial Adviser Exam, FASEA (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional Education (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Phil Patrick Tuazon
On the Financial Advisers Register kept by ASIC, Phil Patrick Tuazon appears as a current financial adviser in Woolooware, New South Wales, adviser number 001004689.
Phil provides advice as an authorised representative of Ascend Advice Pty Ltd, which holds Australian financial services licence 563246. That authorisation dates from 10 February 2025.
According to the register, Phil first provided financial advice in 2013. The qualifications listed for Phil include Margin Lending & Geared Investments (Kaplan Professional, 2010), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2013) and RG146 Self-Managed Super Funds (Kaplan Professional, 2014). Phil is recorded as a member of Financial Advice Association of Australia (FAAA).
Phil is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Patrick Tuazon a registered financial adviser?
Yes. Phil Patrick Tuazon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004689.
Which licensee does Phil Patrick Tuazon work under?
Ascend Advice Pty Ltd, Australian financial services licence 563246.
What can Phil Patrick Tuazon give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.