Philippe Bossert
Financial Adviser in Joondalup, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320029
- Location
- Joondalup WA 6027
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 August 2019
- First provided advice
- 2007
- Qualifications
- Legal Framework 1 LAW 1100, Edith Cowan University (2002); Bachelor of Business (Double Major in Accounting and Finance), Edith Cowan University (2004); Diploma of Financial Services (Financial Planning), Financial Services Institute of Australia (FINSIA) (2007); Advanced Taxation (CPA Program), CPA Australia (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); CPA Program, CPA Australia (2011); Self Managed Superannuation Funds, Kaplan Professional (2018)
- Memberships
- CPA Australia (CPA)
- 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 Philippe Bossert
Philippe Bossert is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Joondalup, Western Australia (adviser number 000320029).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 1 August 2019.
The register records 2007 as the year Philippe first provided financial advice. Qualifications and training on file include Legal Framework 1 LAW 1100 (Edith Cowan University, 2002), Bachelor of Business (Double Major in Accounting and Finance) (Edith Cowan University, 2004) and Diploma of Financial Services (Financial Planning) (Financial Services Institute of Australia (FINSIA), 2007). Philippe is recorded as a member of CPA Australia (CPA).
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 Philippe Bossert a registered financial adviser?
Yes. Philippe Bossert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320029.
Which licensee does Philippe Bossert work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Philippe Bossert 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.