Financial Adviser · NEWCASTLE WEST, NSW

Philip John Stanbridge

NEWCASTLE WEST, NSW
19 Years experience
Tax advice
authorised
ASIC Registered · ADV 001007279
Currently at
Newcastle West, NSW (firm address)

About Philip John Stanbridge

Philip John Stanbridge is a financial adviser based in Newcastle West, New South Wales, with 19 years of experience in the financial services industry since 2007. Philip is currently authorised under Cutcher & Neale Financial Services, operating through Cutcher & Neale Investment Services. Philip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Philip's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Philip is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
Margin Lending and Geared Investments Statement of Attainment
Kaplan Professional
2011
Self Managed Superannuation Funds Statement of Attainment
Kaplan Professional
2012
Life Insurance & Skills Statement of Attainment
Kaplan Professional
2021
Client Engagement Skills SUB--676968
Kaplan Professional
2021
Superannuation and Retirement Advice SUB--18030
Kaplan Professional
2022
Insurance Advice SUB--18032
Kaplan Professional
2023
Investment Advice SUB--562493
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Nov 2021 - Present Current
Oct 2007 - Nov 2021 Ceased
Restricted as per "Letter of Authorisation" issued

Source: ASIC Financial Advisers Register