Sarah Denise Phillips
Financial Adviser in Narrabeen, New South Wales, Australia
Review Sarah Denise 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 number000340015
- Location
- Narrabeen NSW 2101
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 July 2024
- First provided advice
- 2010
- Qualifications
- Diploma of Superannuation Management, ASFA (1994); Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Graduate Diploma of Financial Planing, Kaplan Higher Education (2022); Specialist SMSF Course, SuperConcepts & University of Aldeiade (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Denise Phillips
Sarah Denise Phillips is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Narrabeen, New South Wales (adviser number 000340015).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 1 July 2024.
According to the register, Sarah first provided financial advice in 2010. The qualifications listed for Sarah include Diploma of Superannuation Management (ASFA, 1994), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Sarah is recorded as a member of Financial Advice Association of Australia (FAAA).
Sarah is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Sarah Denise Phillips here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sarah Denise Phillips a registered financial adviser?
Yes. Sarah Denise Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340015.
Which licensee does Sarah Denise Phillips work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Sarah Denise Phillips 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.