Philippa Jane Cassidy
Financial Adviser in Launceston, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341289
- Location
- Launceston TAS 7250
- Licensee
- Financial Streams Services Pty Ltd (AFSL 539661)
- Authorised since
- 6 March 2024
- First provided advice
- 1994
- Qualifications
- Bachelor of Commerce, University of Tasmania (1993); Diploma of Financial Planning, Financial Planning Association (1995); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Philippa Jane Cassidy
On the Financial Advisers Register kept by ASIC, Philippa Jane Cassidy appears as a current financial adviser in Launceston, Tasmania, adviser number 000341289.
Advice is given under the Australian financial services licence of Financial Streams Services Pty Ltd, licence number 539661. That authorisation dates from 6 March 2024.
The register records 1994 as the year Philippa first provided financial advice. The qualifications listed for Philippa include Bachelor of Commerce (University of Tasmania, 1993), Diploma of Financial Planning (Financial Planning Association, 1995) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Philippa is recorded as a member of 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 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 Cassidy a registered financial adviser?
Yes. Philippa Jane Cassidy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341289.
Which licensee does Philippa Jane Cassidy work under?
Financial Streams Services Pty Ltd, Australian financial services licence 539661.
What can Philippa Jane Cassidy 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.