Pulithitta Itty Philip
Financial Adviser in Upper Mt Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256513
- Location
- Upper Mt Gravatt QLD 4122
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 1 June 2021
- First provided advice
- 2017
- Qualifications
- Diploma of Financial Planning FNS50611, Kaplan Education Pty Ltd (2015); Advanced Diploma of Financial Planning FNS60415, Kaplan Education Pty Ltd (2016); FNSASICR503 Provide Advice in Margin Lending, Kaplan Education Pty Ltd (2018); FPC002B Ethics & Professionalism in Financial Planning, Kaplan Education Pty Ltd (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Pulithitta Itty Philip
Pulithitta Itty Philip is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Upper Mt Gravatt, Queensland (adviser number 001256513).
Pulithitta provides advice as an authorised representative of Bridges Financial Services Pty Limited, which holds Australian financial services licence 240837. The current authorisation started on 1 June 2021.
The register records 2017 as the year Pulithitta first provided financial advice. The qualifications listed for Pulithitta include Diploma of Financial Planning FNS50611 (Kaplan Education Pty Ltd, 2015), Advanced Diploma of Financial Planning FNS60415 (Kaplan Education Pty Ltd, 2016) and FNSASICR503 Provide Advice in Margin Lending (Kaplan Education Pty Ltd, 2018). Pulithitta 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 government debentures, stocks and bonds, 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 Pulithitta Itty Philip a registered financial adviser?
Yes. Pulithitta Itty Philip is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256513.
Which licensee does Pulithitta Itty Philip work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Pulithitta Itty Philip give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.