Financial Adviser · WAGGA WAGGA, NSW

Phillip Clancy

WAGGA WAGGA, NSW

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 001000329

Currently at

Adams & Associates Financial Planners

Wagga Wagga, NSW (firm address)

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About Phillip Clancy

Phillip Clancy is a financial adviser based in Wagga Wagga, New South Wales, with 28 years of experience in the financial services industry since 1998. Phillip is currently authorised under Adams & Associates Financial Planners, operating through Adams & Associates Financial Planners. 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 Certified Financial Planner from FPA. Phillip 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

1997

Bachelor of Business(Business Mangement/Marketing) with Distinction

Charles Sturt University

2000

Diploma of Financial Planning

Deakin University

2002

Certified Financial Planner

FPA

2019

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Adams & Associates Financial Planners Pty Ltd

Sep 2005 - Present Current

Source: ASIC Financial Advisers Register