Philip Charles McCoy
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248135
- Location
- Norwest NSW 2153
- Licensee
- LFC Group Pty Limited (AFSL 526600)
- Authorised since
- 28 September 2026
- First provided advice
- 1997
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University (1993); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); SMSF Specialist Advisor Program, SMSF Association (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Philip Charles McCoy
On the Financial Advisers Register kept by ASIC, Philip Charles McCoy appears as a current financial adviser in Norwest, New South Wales, adviser number 000248135.
Advice is given under the Australian financial services licence of LFC Group Pty Limited, licence number 526600. The current authorisation started on 28 September 2026.
The register records 1997 as the year Philip first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Charles Sturt University, 1993), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and SMSF Specialist Advisor Program (SMSF Association, 2014).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Philip Charles McCoy a registered financial adviser?
Yes. Philip Charles McCoy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248135.
Which licensee does Philip Charles McCoy work under?
LFC Group Pty Limited, Australian financial services licence 526600.
What can Philip Charles McCoy 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."