Phillip Donald Atkins
Financial Adviser in West End, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248828
- Location
- West End QLD 4101
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 29 June 2020
- First provided advice
- 1999
- Qualifications
- Associate Diploma of Business Office Administration, Australian Institute of Commerce and Technology (1994); Certificate 3 Financial Services, RMIT (2001); Diploma Financial Services, RMIT (2001); Industry Standard Education, AMP Limited (2002); Ethics and Professional Relationships, QUT (2020)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Phillip Donald Atkins
On the Financial Advisers Register kept by ASIC, Phillip Donald Atkins appears as a current financial adviser in West End, Queensland, adviser number 000248828.
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. That authorisation dates from 29 June 2020.
According to the register, Phillip first provided financial advice in 1999. Qualifications and training on file include Associate Diploma of Business Office Administration (Australian Institute of Commerce and Technology, 1994), Certificate 3 Financial Services (RMIT, 2001) and Diploma Financial Services (RMIT, 2001).
Phillip is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Donald Atkins a registered financial adviser?
Yes. Phillip Donald Atkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248828.
Which licensee does Phillip Donald Atkins work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Phillip Donald Atkins give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; managed discretionary account services.