Financial Adviser
· PERTH, WA
Phillip James George
No disciplinary history on record with ASIC
PERTH,
WA
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000458416
Phillip James George is a financial adviser based in Perth, Western Australia, with 22 years of experience in the financial services industry since 2004. Phillip is currently authorised under Euroz Hartleys Limited, operating through Euroz Hartleys. 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 Bachelor of Science from UWA.
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
1994
Bachelor of Science
UWA
2002
Graduate Diploma of Applied Finance and Investment
SIA
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan