Philippa Dorathy Elliott
Financial Adviser in North Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000236932
- Location
- North Perth WA 6006
- Licensee
- Momentum Planning Pty Ltd (AFSL 322220)
- Authorised since
- 13 May 2008
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning, Deakin University (2000); Ethics & Professionalism in Financial Advice, Kaplan (2019); Graduate Diploma of Financial Planning, Kaplan (2021)
- 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 Philippa Dorathy Elliott
Philippa Dorathy Elliott is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Perth, Western Australia (adviser number 000236932).
Advice is given under the Australian financial services licence of Momentum Planning Pty Ltd, licence number 322220. The current authorisation started on 13 May 2008.
The register records 1998 as the year Philippa first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2000), Ethics & Professionalism in Financial Advice (Kaplan, 2019) and Graduate Diploma of Financial Planning (Kaplan, 2021). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Philippa 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 Philippa Dorathy Elliott a registered financial adviser?
Yes. Philippa Dorathy Elliott is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236932.
Which licensee does Philippa Dorathy Elliott work under?
Momentum Planning Pty Ltd, Australian financial services licence 322220.
What can Philippa Dorathy Elliott 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.