Financial Adviser · MAROUBRA, NSW

Phillip James Kirk

MAROUBRA, NSW

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001310589

Currently at

GPS Wealth

Sydney, NSW (firm address)

View firm profile

Phillip James Kirk is a financial adviser based in Maroubra, New South Wales, with 1 year of experience in the financial services industry since 2025. Phillip is currently authorised under GPS Wealth. Phillip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phillip's qualifications include a Master of Financial Planning from Kaplan Higher Education. Phillip is a member of Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Business (Economics)

James Cook University

2024

Certificate IV in Accounting and Bookkeeping

Monarch Institute

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education

2024

SMSF Specialist Advisor (SSA)

SMSF Association

2025

Master of Financial Planning

Kaplan Higher Education

Registration History

GPS Wealth Ltd

Jun 2025 - Present Current

Wealth Simplicity Group Pty Ltd

Jul 2024 - Jun 2025 Ceased

Source: ASIC Financial Advisers Register