Phillip Gillard
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000241959
- Location
- Sydney NSW 2000
- Licensee
- Shadforth Financial Group Limited (AFSL 318613)
- Authorised since
- 6 January 2009
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, University of Western Sydney (1996); Diploma of Financial Planning, Deakin University (1999); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2011)
- 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 Gillard
Phillip Gillard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000241959).
The licensee Phillip advises under is Shadforth Financial Group Limited (AFS licence 318613). The current authorisation started on 6 January 2009.
The register records 1999 as the year Phillip first provided financial advice. The qualifications listed for Phillip include Bachelor of Commerce (University of Western Sydney, 1996), Diploma of Financial Planning (Deakin University, 1999) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2011). 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 Gillard a registered financial adviser?
Yes. Phillip Gillard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000241959.
Which licensee does Phillip Gillard work under?
Shadforth Financial Group Limited, Australian financial services licence 318613.
What can Phillip Gillard 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.