Financial Adviser
· WOOLOOWARE, NSW
Phil Patrick Tuazon
No disciplinary history on record with ASIC
WOOLOOWARE,
NSW
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004689
About Phil Patrick Tuazon
Phil Patrick Tuazon is a financial adviser based in Woolooware, New South Wales, with 13 years of experience in the financial services industry since 2013. Phil is currently authorised under Ascend Advice, operating through Wsn Wealth. Phil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Phil's qualifications include a Master of Financial Planning from Kaplan Professional Education. Phil 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Margin Lending & Geared Investments
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2014
RG146 Self-Managed Super Funds
Kaplan Professional
2016
RG146 Securities & Direct, International Equities and Listed Income Securities (SFP) 2012
eAcademy
2017
Master of Financial Planning
Kaplan Professional Education
2019
Financial Adviser Exam
FASEA
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register