Terri Anne Phillips
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266841
- Location
- Perth WA 6000
- Licensee
- Sentinel Financial Group Pty Ltd (AFSL 230542)
- Authorised since
- 9 August 2018
- First provided advice
- 1988
- Qualifications
- Diploma of Financial Advising, FINSIA (2002); Financial Planning, Kaplan Professional (2023)
- Memberships
- Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- securities, standard margin lending, managed discretionary account services
- Register status
- Current
About Terri Anne Phillips
Terri Anne Phillips is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001266841.
The licensee Terri advises under is Sentinel Financial Group Pty Ltd (AFS licence 230542). That authorisation dates from 9 August 2018.
According to the register, Terri first provided financial advice in 1988. Qualifications and training on file include Diploma of Financial Advising (FINSIA, 2002) and Financial Planning (Kaplan Professional, 2023). Terri is recorded as a member of Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on securities, standard margin lending and managed discretionary account services.
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Questions people ask
Is Terri Anne Phillips a registered financial adviser?
Yes. Terri Anne Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266841.
Which licensee does Terri Anne Phillips work under?
Sentinel Financial Group Pty Ltd, Australian financial services licence 230542.
What can Terri Anne Phillips give advice on?
The register lists these advice areas: securities; standard margin lending; managed discretionary account services.