Phillip Lawford
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002880
- Location
- Melbourne VIC 3000
- Licensee
- National Australia Bank Limited (AFSL 230686)
- Authorised since
- 3 November 2017
- First provided advice
- 2008
- Qualifications
- Bachelor Degree, Latrobe University (2005); Diploma, AFMA (2008); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- Australian Financial Markets Association (AFMA)
- Advice areas
- derivatives, foreign exchange contracts
- Restriction
- In relation to the authorisation to provide financial product advice in relation to the product area Derivatives identified above, this authorisation is limited to interest rate derivatives.
- Register status
- Current
About Phillip Lawford
On the Financial Advisers Register kept by ASIC, Phillip Lawford appears as a current financial adviser in Melbourne, Victoria, adviser number 001002880.
The licensee Phillip advises under is National Australia Bank Limited (AFS licence 230686). That authorisation dates from 3 November 2017.
According to the register, Phillip first provided financial advice in 2008. Qualifications and training on file include Bachelor Degree (Latrobe University, 2005), Diploma (AFMA, 2008) and Graduate Diploma of Financial Planning (Kaplan Professional, 2023). Professional memberships recorded: Australian Financial Markets Association (AFMA).
The authorisation covers advice on derivatives and foreign exchange contracts.
The register adds a condition to this authorisation: “In relation to the authorisation to provide financial product advice in relation to the product area Derivatives identified above, this authorisation is limited to interest rate derivatives.”
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Questions people ask
Is Phillip Lawford a registered financial adviser?
Yes. Phillip Lawford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002880.
Which licensee does Phillip Lawford work under?
National Australia Bank Limited, Australian financial services licence 230686.
What can Phillip Lawford give advice on?
The register lists these advice areas: derivatives; foreign exchange contracts. It also records this restriction: "In relation to the authorisation to provide financial product advice in relation to the product area Derivatives identified above, this authorisation is limited to interest rate derivatives."