Financial Adviser
· PAYNEHAM, SA
Robert William Phillips
No disciplinary history on record with ASIC
PAYNEHAM,
SA
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000428753
About Robert William Phillips
Robert William Phillips is a financial adviser based in Payneham, South Australia, with 14 years of experience in the financial services industry since 2012. Robert is currently authorised under Boston Reed. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Master of Business Administration from The University of Adelaide. Robert 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Graduate Certificate in Management
The University of Adelaide
2010
Master of Business Administration
The University of Adelaide
2011
Graduate Diploma in Global Wealth Management
The University of Adelaide
2011
Professional Certificate in SMSF
Adelaide University
2017
TASA and the TPB Code of Professional Conduct
KAPLAN
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Self Managed Superannuation Funds and Standard Margin Lending
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register