Robert William Phillips
Financial Adviser in Payneham, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000428753
- Location
- Payneham SA 5070
- Licensee
- Boston Reed Pty Ltd (AFSL 225738)
- Authorised since
- 14 November 2018
- First provided advice
- 2012
- Qualifications
- Graduate Certificate in Management, The University of Adelaide (2010); Master of Business Administration, The University of Adelaide (2010); Graduate Diploma in Global Wealth Management, The University of Adelaide (2011); Professional Certificate in SMSF, Adelaide University (2011); TASA and the TPB Code of Professional Conduct, KAPLAN (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert William Phillips
Robert William Phillips is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Payneham, South Australia (adviser number 000428753).
Advice is given under the Australian financial services licence of Boston Reed Pty Ltd, licence number 225738. The current authorisation started on 14 November 2018.
According to the register, Robert first provided financial advice in 2012. Qualifications and training on file include Graduate Certificate in Management (The University of Adelaide, 2010), Master of Business Administration (The University of Adelaide, 2010) and Graduate Diploma in Global Wealth Management (The University of Adelaide, 2011). Robert 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Robert William Phillips a registered financial adviser?
Yes. Robert William Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000428753.
Which licensee does Robert William Phillips work under?
Boston Reed Pty Ltd, Australian financial services licence 225738.
What can Robert William 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; retirement savings accounts.