Phillip Clayton Thompson
Financial Adviser in Monash, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005120
- Location
- Monash ACT 2904
- Licensee
- Rise Financial Pty Ltd (AFSL 311718)
- Authorised since
- 5 June 2007
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce, Australian National University (1995); Diploma of Financial Planning, Deakin University (1998); Certified Financial Planner, Financial Planning Association (1999); Master of Management, Australian National University (2003); Ethics and Professional Relationships, QUT (2021)
- Memberships
- Certified Independent Financial Advisers Association (CIFAA); 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 Clayton Thompson
Phillip Clayton Thompson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Monash, Australian Capital Territory (adviser number 001005120).
Advice is given under the Australian financial services licence of Rise Financial Pty Ltd, licence number 311718. That authorisation dates from 5 June 2007.
According to the register, Phillip first provided financial advice in 1997. Qualifications and training on file include Bachelor of Commerce (Australian National University, 1995), Diploma of Financial Planning (Deakin University, 1998) and Certified Financial Planner (Financial Planning Association, 1999). Professional memberships recorded: Certified Independent Financial Advisers Association (CIFAA) and 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 Clayton Thompson a registered financial adviser?
Yes. Phillip Clayton Thompson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005120.
Which licensee does Phillip Clayton Thompson work under?
Rise Financial Pty Ltd, Australian financial services licence 311718.
What can Phillip Clayton Thompson 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.