Philip Taaffe
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242264
- Location
- Sydney NSW 2000
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, University of Sydney (1999); Advanced Diploma of Financial Planning FNB60402, MLC ThreeSixty (2003); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2009); RG146 Margin Lending, MLC ThreeSixty (2010)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Philip Taaffe
Philip Taaffe is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000242264.
The licensee Philip advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). The current authorisation started on 1 June 2021.
According to the register, Philip first provided financial advice in 2001. The qualifications listed for Philip include Bachelor of Commerce (University of Sydney, 1999), Advanced Diploma of Financial Planning FNB60402 (MLC ThreeSixty, 2003) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2009). Professional memberships recorded: 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 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 Taaffe a registered financial adviser?
Yes. Philip Taaffe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242264.
Which licensee does Philip Taaffe work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Philip Taaffe 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.