Financial Adviser · SUTHERLAND, NSW

Philip John Budin

SUTHERLAND, NSW

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000243310

Currently at

Millennium 3 Financial Services

Sydney, NSW (firm address)

View firm profile

Philip John Budin is a financial adviser based in Sutherland, New South Wales, with 28 years of experience in the financial services industry since 1998. Philip is currently authorised under Millennium 3 Financial Services. Philip holds authorisations to advise on life insurance, life insurance investments, managed investments and deposit products, as well as tax financial advice services (TFAS). Philip's qualifications include a Bachelor of Economics from University of New England. Philip is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Managed Investments: within Investment Life Insurance Products only - IDPS excluded.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Economics

University of New England

2007

Diploma of Financial Services (Financial Planning)

Kaplan

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Millennium 3 Financial Services Pty Ltd

Feb 2022 - Present Current

Managed Investments: within Investment Life Insurance Products only - IDPS excluded.

WEALTH ARCHITECTS LIFE PTY LTD

Oct 2017 - Jan 2022 Ceased

Millennium 3 Financial Services Pty Ltd

Jan 2008 - Oct 2017 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register