Financial Adviser · JOONDALUP, WA

Philippe Bossert

JOONDALUP, WA

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000320029

Currently at

Awt Financial Services

Melbourne, VIC (firm address)

View firm profile

About Philippe Bossert

Philippe Bossert is a financial adviser based in Joondalup, Western Australia, with 19 years of experience in the financial services industry since 2007. Philippe is currently authorised under Capstone Financial Planning, operating through Awt Financial Services. Philippe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Philippe's qualifications include a Bachelor of Business (Double Major in Accounting and Finance) from Edith Cowan University. Philippe is a member of CPA Australia (CPA).

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

2002

Legal Framework 1 LAW 1100

Edith Cowan University

2004

Bachelor of Business (Double Major in Accounting and Finance)

Edith Cowan University

2007

Diploma of Financial Services (Financial Planning)

Financial Services Institute of Australia (FINSIA)

2010

Advanced Taxation (CPA Program)

CPA Australia

2010

Margin Lending and Geared Investments

Kaplan Professional

2011

CPA Program

CPA Australia

2018

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Aug 2019 - Present Current

Core Financial Services Pty Ltd

Jun 2018 - Jul 2019 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Nov 2017 - Jun 2018 Ceased

PRESTIGE WEALTH ADVISERS PTY LTD

Aug 2016 - Nov 2017 Ceased

Count Financial Limited

Nov 2007 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register