Phillip David Oxenbridge
Financial Adviser in Waterford, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239816
- Location
- Waterford QLD 4133
- Licensee
- Ad Advisory Services Pty Ltd (AFSL 237058)
- Authorised since
- 25 October 2022
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Master of Commerce Applied Finance, Griffith University (2012); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2014); Financial Advisor Exam, FAESA (2021)
- 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 David Oxenbridge
On the Financial Advisers Register kept by ASIC, Phillip David Oxenbridge appears as a current financial adviser in Waterford, Queensland, adviser number 000239816.
Advice is given under the Australian financial services licence of Ad Advisory Services Pty Ltd, licence number 237058. That authorisation dates from 25 October 2022.
According to the register, Phillip first provided financial advice in 2001. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2009), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011) and Master of Commerce Applied Finance (Griffith University, 2012).
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 Phillip David Oxenbridge a registered financial adviser?
Yes. Phillip David Oxenbridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239816.
Which licensee does Phillip David Oxenbridge work under?
Ad Advisory Services Pty Ltd, Australian financial services licence 237058.
What can Phillip David Oxenbridge 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.