Philip Butterfield
Financial Adviser in Golden Grove, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269918
- Location
- Golden Grove SA 5125
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 7 January 2020
- First provided advice
- 2018
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Self Managed Superannuation Funds Course, Financial Essentials (2007); Graduate Diploma of Financial Planning, Kaplan Higher Education (2019); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Higher Education (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Philip Butterfield
Philip Butterfield is a financial adviser in Golden Grove, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001269918.
Philip provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. The current authorisation started on 7 January 2020.
According to the register, Philip first provided financial advice in 2018. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005) and Self Managed Superannuation Funds Course (Financial Essentials, 2007). Philip is recorded as a member of 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 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 Philip Butterfield a registered financial adviser?
Yes. Philip Butterfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269918.
Which licensee does Philip Butterfield work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Philip Butterfield 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.