Philip Jamie Toop
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259382
- Location
- Brisbane City QLD 4000
- Licensee
- Dorset Wealth Management Pty Ltd (AFSL 558504)
- Authorised since
- 26 October 2024
- First provided advice
- 1988
- Qualifications
- Bachelor of Economics, Flinder University South Australia (1986); Post Graduate Diploma, Securities Institute of Australia (1989); PS146, Securities Institute (2002); Margin Lending Accreditation Program, Deakin Prime (2010); Master of Finance, Griffith University (2018); CFP Certification Program, FAAA (2025); Master of Financial Planning, Griffith University (2025)
- Memberships
- Chartered Alternative Investment Analyst Association; Chartered Financial Analyst Institute (CFA Institute); Financial Advice Association of Australia (FAAA); Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Philip Jamie Toop
On the Financial Advisers Register kept by ASIC, Philip Jamie Toop appears as a current financial adviser in Brisbane City, Queensland, adviser number 000259382.
The licensee Philip advises under is Dorset Wealth Management Pty Ltd (AFS licence 558504). The current authorisation started on 26 October 2024.
The register records 1988 as the year Philip first provided financial advice. Qualifications and training on file include Bachelor of Economics (Flinder University South Australia, 1986), Post Graduate Diploma (Securities Institute of Australia, 1989) and PS146 (Securities Institute, 2002). Philip is recorded as a member of Chartered Alternative Investment Analyst Association, Chartered Financial Analyst Institute (CFA Institute) and 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 Jamie Toop a registered financial adviser?
Yes. Philip Jamie Toop is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259382.
Which licensee does Philip Jamie Toop work under?
Dorset Wealth Management Pty Ltd, Australian financial services licence 558504.
What can Philip Jamie Toop 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; standard margin lending; derivatives.