Phillip Bernard Patrick Reid
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000317332
- Location
- Sydney NSW 2000
- Licensee
- Harbour Financial Group Pty Ltd (AFSL 515518)
- Authorised since
- 4 July 2019
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, FPA (2003); ASX Accredited Listed Products Adviser, Kaplan Professional Education (2007); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Accredited Aged Care Professional, Aged Care Steps (2017)
- 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 Phillip Bernard Patrick Reid
Phillip Bernard Patrick Reid is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000317332.
Advice is given under the Australian financial services licence of Harbour Financial Group Pty Ltd, licence number 515518. The current authorisation started on 4 July 2019.
According to the register, Phillip first provided financial advice in 2000. The qualifications listed for Phillip include Diploma of Financial Planning (FPA, 2003), ASX Accredited Listed Products Adviser (Kaplan Professional Education, 2007) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Phillip is recorded as a member of Financial Advice Association of Australia (FAAA).
Phillip 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 Phillip Bernard Patrick Reid a registered financial adviser?
Yes. Phillip Bernard Patrick Reid is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000317332.
Which licensee does Phillip Bernard Patrick Reid work under?
Harbour Financial Group Pty Ltd, Australian financial services licence 515518.
What can Phillip Bernard Patrick Reid 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.