Financial Adviser · PERTH, WA

Terri Anne Phillips

PERTH, WA
38 Years experience
ASIC Registered · ADV 001266841
Currently at
Perth, WA (firm address)

About Terri Anne Phillips

Terri Anne Phillips is a financial adviser based in Perth, Western Australia, with 38 years of experience in the financial services industry since 1988. Terri is currently authorised under Sentinel Financial Group. Terri holds authorisations to advise on securities and margin lending. Terri's qualifications include a Diploma of Financial Advising from FINSIA. Terri is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Securities Margin Lending

Qualifications and Training

2002
Diploma of Financial Advising
FINSIA
2023
Financial Planning
Kaplan Professional

Registration History

Aug 2018 - Present Current
Dec 2017 - Apr 2018 Ceased
Apr 2015 - Nov 2017 Ceased

Source: ASIC Financial Advisers Register