Phillip Clancy
Financial Adviser in Wagga Wagga, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000329
- Location
- Wagga Wagga NSW 2650
- Licensee
- Adams & Associates Financial Planners Pty Ltd (AFSL 243268)
- Authorised since
- 5 September 2005
- First provided advice
- 1998
- Qualifications
- Bachelor of Business(Business Mangement/Marketing) with Distinction, Charles Sturt University (1997); Diploma of Financial Planning, Deakin University (2000); Certified Financial Planner, FPA (2002); Ethics & Professionalism in Financial Advice, Kaplan (2019)
- 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 Clancy
Phillip Clancy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wagga Wagga, New South Wales (adviser number 001000329).
The licensee Phillip advises under is Adams & Associates Financial Planners Pty Ltd (AFS licence 243268). That authorisation dates from 5 September 2005.
The register records 1998 as the year Phillip first provided financial advice. The qualifications listed for Phillip include Bachelor of Business(Business Mangement/Marketing) with Distinction (Charles Sturt University, 1997), Diploma of Financial Planning (Deakin University, 2000) and Certified Financial Planner (FPA, 2002). Professional memberships recorded: 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 Clancy a registered financial adviser?
Yes. Phillip Clancy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000329.
Which licensee does Phillip Clancy work under?
Adams & Associates Financial Planners Pty Ltd, Australian financial services licence 243268.
What can Phillip Clancy 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.