Philippa Jane Billings
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267470
- Location
- Sydney NSW 2000
- Licensee
- Otivo Pty Ltd (AFSL 485665)
- Authorised since
- 11 September 2018
- First provided advice
- 2015
- Qualifications
- Master of Laws, Macquarie University (2003); Self Managed Super Funds (SMSF), Kaplan Professional Education (2004); Diploma of Financial Services (Financial planning), Kaplan Professional Education (2005); Advanced Diploma of Financial Services, Kaplan Professional Education (2006); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- Tax Practitioners Board
- 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 Philippa Jane Billings
Philippa Jane Billings is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001267470.
Philippa provides advice as an authorised representative of Otivo Pty Ltd, which holds Australian financial services licence 485665. The current authorisation started on 11 September 2018.
According to the register, Philippa first provided financial advice in 2015. Qualifications and training on file include Master of Laws (Macquarie University, 2003), Self Managed Super Funds (SMSF) (Kaplan Professional Education, 2004) and Diploma of Financial Services (Financial planning) (Kaplan Professional Education, 2005). Philippa is recorded as a member of Tax Practitioners Board.
Philippa 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 Philippa Jane Billings a registered financial adviser?
Yes. Philippa Jane Billings is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267470.
Which licensee does Philippa Jane Billings work under?
Otivo Pty Ltd, Australian financial services licence 485665.
What can Philippa Jane Billings 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.