Financial Adviser · BRISBANE CITY, QLD

Philip Jamie Toop

BRISBANE CITY, QLD
38 Years experience
Tax advice
authorised
ASIC Registered · ADV 000259382
Currently at
Brisbane City, QLD (firm address)

Philip Jamie Toop is a financial adviser based in Brisbane City, Queensland, with 38 years of experience in the financial services industry since 1988. Philip is currently authorised under Dorset Wealth Management, operating through Sans Pareil Financial Services. Philip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Philip's qualifications include a CFP Certification Program from FAAA. Philip is a member of Chartered Alternative Investment Analyst Association, Chartered Financial Analyst Institute (CFA Institute), Financial Advice Association of Australia (FAAA) and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1986
Bachelor of Economics
Flinder University South Australia
1989
Post Graduate Diploma
Securities Institute of Australia
2002
PS146
Securities Institute
2010
Margin Lending Accreditation Program
Deakin Prime
2018
CFA
CFA Institute
2018
Master of Finance
Griffith University
2025
CFP Certification Program
FAAA
2025
Master of Financial Planning
Griffith University

Registration History

Dec 2025 - Present Current
Oct 2024 - Present Current
Oct 2014 - Oct 2024 Ceased
Jan 2003 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register