Philip William Sheridan
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004638
- Location
- Bondi Junction NSW 2022
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2019
- First provided advice
- 1989
- Qualifications
- Bachelor of Business, NSW Institute of Technology (1982); Certified Financial Planner, Financial Planning Association of Australia (2003); Diploma of Financial Planning, Deakin University (2003); Self Managed Super Funds, Tribeca (2005); Margin Lending and Geared Investments, Kaplan Professional Education (2011)
- 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 William Sheridan
Philip William Sheridan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bondi Junction, New South Wales (adviser number 001004638).
Philip provides advice as an authorised representative of Viridian Advisory Pty Ltd, which holds Australian financial services licence 476223. That authorisation dates from 1 July 2019.
According to the register, Philip first provided financial advice in 1989. Qualifications and training on file include Bachelor of Business (NSW Institute of Technology, 1982), Certified Financial Planner (Financial Planning Association of Australia, 2003) and Diploma of Financial Planning (Deakin University, 2003). Philip is recorded as a member of 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 William Sheridan a registered financial adviser?
Yes. Philip William Sheridan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004638.
Which licensee does Philip William Sheridan work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Philip William Sheridan 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.