Financial Adviser
· NORTH PERTH, WA
Philippa Dorathy Elliott
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236932
Philippa Dorathy Elliott is a financial adviser based in North Perth, Western Australia, with 28 years of experience in the financial services industry since 1998. Philippa is currently authorised under Momentum Planning. Philippa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Philippa's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Philippa 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
2000
Diploma of Financial Planning
Deakin University
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan