Phillip Douglas Cooke
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287133
- Location
- Deakin ACT 2600
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 16 August 2012
- First provided advice
- 2005
- Qualifications
- Advanced Diploma of Financial Services, Deakin University (2005); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Phillip Douglas Cooke
Phillip Douglas Cooke is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Deakin, Australian Capital Territory (adviser number 000287133).
Phillip provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 16 August 2012.
The register records 2005 as the year Phillip first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Deakin University, 2005) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2021).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Phillip Douglas Cooke a registered financial adviser?
Yes. Phillip Douglas Cooke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287133.
Which licensee does Phillip Douglas Cooke work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Phillip Douglas Cooke 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."