Phillip Passaris
Financial Adviser in Carina Heights, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006707
- Location
- Carina Heights QLD 4152
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 December 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, Griffith University (2008); Diploma of Financial Services (Financial Planning), Kaplan (2010); Masters of Applied Finance (Major in Corporate Finance/Advisory), Kaplan (2013); Certified Financial Planner, Financial Advice Association of Australia (FAAA) (2019); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Phillip Passaris
Phillip Passaris is a financial adviser in Carina Heights, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001006707.
The licensee Phillip advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 1 December 2023.
The register records 2014 as the year Phillip first provided financial advice. The qualifications listed for Phillip include Bachelor of Commerce (Griffith University, 2008), Diploma of Financial Services (Financial Planning) (Kaplan, 2010) and Masters of Applied Finance (Major in Corporate Finance/Advisory) (Kaplan, 2013). Phillip is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Passaris a registered financial adviser?
Yes. Phillip Passaris is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006707.
Which licensee does Phillip Passaris work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Phillip Passaris 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.