Financial Adviser
· NEWSTEAD, QLD
Adam David Phillips
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000339435
Adam David Phillips is a financial adviser based in Newstead, Queensland, with 30 years of experience in the financial services industry since 1996. Adam is currently authorised under Fortitude Wealth Solutions. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Adam is a member of FINSIA and 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
1993
Bachelor of International Business
Griffith University
1996
Graduate Diploma in Applied Fiance and Investment
Securities Institute of Australia
2000
Masters of Business Administration
University of Queensland
2002
Certified Financial Planner
Financial Planning Association of Australia