Philip Anthony Broadbent

Financial Adviser in Chatswood, New South Wales, Australia

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Australian Securities and Investments Commission (ASIC)

Adviser number000332985

Currenton the register
Location
Chatswood NSW 2067
Licensee
Forest Wealth Holdings Pty Ltd (AFSL 700376)
Authorised since
1 September 2026
First provided advice
2009
Qualifications
Bachelor of Business, University of Technology, Sydney (2003); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2011); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2011); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2024)
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
Copied from the public register on 24 October 2026. Check it on the official register

About Philip Anthony Broadbent

Philip Anthony Broadbent is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000332985).

The licensee Philip advises under is Forest Wealth Holdings Pty Ltd (AFS licence 700376). The current authorisation started on 1 September 2026.

According to the register, Philip first provided financial advice in 2009. Qualifications and training on file include Bachelor of Business (University of Technology, Sydney, 2003), Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2011). Philip is recorded as a member of Financial Advice Association of Australia (FAAA).

Philip is authorised to advise 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 Philip Anthony Broadbent a registered financial adviser?

Yes. Philip Anthony Broadbent is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332985.

Which licensee does Philip Anthony Broadbent work under?

Forest Wealth Holdings Pty Ltd, Australian financial services licence 700376.

What can Philip Anthony Broadbent 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.