Philip Penklis
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000360236
- Location
- Sydney NSW 2000
- Licensee
- Life Map Financial Planning Pty Ltd (AFSL 523004)
- Authorised since
- 21 October 2020
- First provided advice
- 2010
- Qualifications
- Advanced Self Managed Super Funds Program, Kaplan (2013); Master of Business Administration (Innovation and Leadership), University of Canberra (2020); Master of Financial Planning, Griffith University (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- 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 Penklis
On the Financial Advisers Register kept by ASIC, Philip Penklis appears as a current financial adviser in Sydney, New South Wales, adviser number 000360236.
Philip provides advice as an authorised representative of Life Map Financial Planning Pty Ltd, which holds Australian financial services licence 523004. The current authorisation started on 21 October 2020.
According to the register, Philip first provided financial advice in 2010. Qualifications and training on file include Advanced Self Managed Super Funds Program (Kaplan, 2013), Master of Business Administration (Innovation and Leadership) (University of Canberra, 2020) and Master of Financial Planning (Griffith University, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
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 Penklis a registered financial adviser?
Yes. Philip Penklis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000360236.
Which licensee does Philip Penklis work under?
Life Map Financial Planning Pty Ltd, Australian financial services licence 523004.
What can Philip Penklis 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.