Stephen Andrew Phillips
Financial Adviser in Willetton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338543
- Location
- Willetton WA 6155
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 23 October 2025
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Planning, Kaplan Professional (2019); Fellow Chartered Financial Practitioner (FChFP), The Association of Financial Advisers Limited (2022); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024); Accredited Aged Care Professional, Aged Care Steps (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen Andrew Phillips
Stephen Andrew Phillips is a financial adviser in Willetton, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000338543.
Stephen provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 23 October 2025.
The register records 2008 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Advanced Diploma of Financial Planning (Kaplan Professional, 2019) and Fellow Chartered Financial Practitioner (FChFP) (The Association of Financial Advisers Limited, 2022).
Stephen is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Stephen Andrew Phillips a registered financial adviser?
Yes. Stephen Andrew Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338543.
Which licensee does Stephen Andrew Phillips work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Stephen Andrew Phillips give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."