Stephen Phillips

Financial Adviser

ASIC adviser number:
000338543
Qualifications and training:

2006, Diploma of Financial Services (Financial Planning), , Tribeca
2019, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Kaplan Professional
2022, Fellow Chartered Financial Practitioner (FChFP), Professional Designations, The Association of Financial Advisers Limited
2024, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2025, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:
2008
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
Unit 3, 7 Woodpecker Ave
Willetton  WA  6155
AFS licence holder name:
Consultum Financial Advisers Pty Ltd
AFS licence number:
000230323
Licence controlled by:
Rhombus Enterprises Pty Ltd ~ Insignia Financial Ltd [Date Ceased: 19/07/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».