Philip Grant Shreeve
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000362880
- Location
- Osborne Park WA 6017
- Licensee
- AAA Private Wealth Advisors Pty Ltd (AFSL 304366)
- Authorised since
- 1 March 2016
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, Curtin University (2003); RG146, Kaplan (previously SIA) (2005); Graduate Diploma of Chartered Accounting, ICAA (2008); Ethics and Professionalism in Financial Advice, Kaplan (2025); Superannuation and Retirement Advice, Kaplan (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Grant Shreeve
Philip Grant Shreeve is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Osborne Park, Western Australia (adviser number 000362880).
Philip provides advice as an authorised representative of AAA Private Wealth Advisors Pty Ltd, which holds Australian financial services licence 304366. The current authorisation started on 1 March 2016.
The register records 2010 as the year Philip first provided financial advice. The qualifications listed for Philip include Bachelor of Commerce (Curtin University, 2003), RG146 (Kaplan (previously SIA), 2005) and Graduate Diploma of Chartered Accounting (ICAA, 2008). Philip is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Philip is authorised to advise 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 Grant Shreeve a registered financial adviser?
Yes. Philip Grant Shreeve is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000362880.
Which licensee does Philip Grant Shreeve work under?
AAA Private Wealth Advisors Pty Ltd, Australian financial services licence 304366.
What can Philip Grant Shreeve 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.