Rhys Jamie Moorehouse Phillips
Financial Adviser in Brookvale, New South Wales, Australia
Review Rhys Jamie Moorehouse Phillips
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001238626
- Location
- Brookvale NSW 2100
- Licensee
- Strategy First Financial Planning Pty Ltd (AFSL 290771)
- Authorised since
- 4 January 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce majoring in Finance, Macquarie University (2009); FNS60410 Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2024); TASACL Commercial Law, Kaplan Higher Education Pty Ltd (2024); TFA Tax for Financial Advising, Kaplan Higher Education Pty Ltd (2024)
- Memberships
- SMSF Association
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Rhys Jamie Moorehouse Phillips
Rhys Jamie Moorehouse Phillips is a financial adviser in Brookvale, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001238626.
Rhys provides advice as an authorised representative of Strategy First Financial Planning Pty Ltd, which holds Australian financial services licence 290771. That authorisation dates from 4 January 2016.
According to the register, Rhys first provided financial advice in 2016. Qualifications and training on file include Bachelor of Commerce majoring in Finance (Macquarie University, 2009), FNS60410 Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2012) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Ltd, 2024). Professional memberships recorded: SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Rhys Jamie Moorehouse Phillips here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Rhys Jamie Moorehouse Phillips a registered financial adviser?
Yes. Rhys Jamie Moorehouse Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238626.
Which licensee does Rhys Jamie Moorehouse Phillips work under?
Strategy First Financial Planning Pty Ltd, Australian financial services licence 290771.
What can Rhys Jamie Moorehouse Phillips 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; derivatives.