Financial Adviser · NEWCASTLE, NSW

Bree Emily Phillips

NEWCASTLE, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 000411048

Currently at

Collective Financial Advice

Bundall, QLD (firm address)

View firm profile

About Bree Emily Phillips

Bree Emily Phillips is a financial adviser based in Newcastle, New South Wales, with 8 years of experience in the financial services industry since 2018. Bree is currently authorised under Alliance Wealth, operating through Collective Financial Advice. Bree holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bree's qualifications include a Bachelor of Medical Radiation Science in Nuclear Medicine from University of Newcastle.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Medical Radiation Science in Nuclear Medicine

University of Newcastle

2015

Diploma of Financial Planning (DFP1-3)

Kaplan Professional

2015

Securities, Derivatives and Managed Investments Program (DFP4)

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Mentor Education

2016

Margin Lending Facilities (General Advice)

Financial Education Professionals

2019

Self Managed Superannuation Funds Program

Kaplan Professional

2024

Tax for Financial Advising Course

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Aug 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Newcastle Greater Mutual Group Ltd

Nov 2022 - Jul 2026 Ceased

Ri Advice Group Pty Ltd

Oct 2021 - Nov 2022 Ceased

Superannuation: Not authorised to provide SMSF advice.

Akumin Financial Planning Pty Limited

Aug 2018 - Sep 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register