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- Philip Jamie Toop
Philip Jamie Toop
- Name
- Philip Jamie Toop
- ID
- 259382
- ABN
- –
- First Provided Advice
- 1988
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1986 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinder University South Australia
- 1989 - Post Graduate Diploma - Graduate Diploma (AQF 8) - Securities Institute of Australia
- 2002 - PS146 - Other - Securities Institute
- 2010 - Margin Lending Accreditation Program - Other - Deakin Prime
- 2018 - CFA - Professional Designations - CFA Institute
- 2018 - Master of Finance - Masters Degree (AQF 9) - Griffith University
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Alternative Investment Analyst Association
- Chartered Financial Analyst Institute (CFA Institute)
- Financial Advice Association of Australia (FAAA)
- Stockbrokers and Investment Advisers Association (SIAA)
Licencee
- Status
- Ceased
- Licence Holder
- Shaw And Partners Limited (#236048)
- Commenced
- Oct. 7, 2014
- Ceased
- Oct. 25, 2024
- Status
- Current
- Licence Holder
- Dorset Wealth Management Pty ltd (#558504)
- Commenced
- Oct. 26, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Morgans Financial Limited (#235410)
- Commenced
- Jan. 31, 2003
- Ceased
- Sept. 26, 2014