Phillip Andrew Lindsay Segaert
Financial Adviser in Erina, New South Wales, Australia
Review Phillip Andrew Lindsay Segaert
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000352433
- Location
- Erina NSW 2250
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 October 2026
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Self Managed Superannuation Funds, International Institute of Technology Pty Ltd (IIT) (2013); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2020)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Phillip Andrew Lindsay Segaert
On the Financial Advisers Register kept by ASIC, Phillip Andrew Lindsay Segaert appears as a current financial adviser in Erina, New South Wales, adviser number 000352433.
The licensee Phillip advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 1 October 2026.
According to the register, Phillip first provided financial advice in 2013. The qualifications listed for Phillip include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2010) and Self Managed Superannuation Funds (International Institute of Technology Pty Ltd (IIT), 2013).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Phillip Andrew Lindsay Segaert here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Phillip Andrew Lindsay Segaert a registered financial adviser?
Yes. Phillip Andrew Lindsay Segaert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000352433.
Which licensee does Phillip Andrew Lindsay Segaert work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Phillip Andrew Lindsay Segaert 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."