Financial Adviser
· MELBOURNE, VIC
Andrew Robert Phillips
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468934
About Andrew Robert Phillips
Andrew Robert Phillips is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Andrew is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Andrew holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Andrew's qualifications include a Bachelor of Business (Economics & Finance) from RMIT University. Andrew is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Economics & Finance)
RMIT University
2006
SDIA Accreditation Program
- Deakin University