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- Financial Advisers Australia (FAA)
- Phillip David Oxenbridge
Phillip David Oxenbridge
- Name
- Phillip David Oxenbridge
- ID
- 239816
- ABN
- –
- First Provided Advice
- 2001
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Limited
- 2011 - Margin Lending and Geared Investments - - Kaplan Education Pty Limited
- 2012 - Master of Commerce Applied Finance - - Griffith University
- 2014 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide
- 2021 - Financial Advisor Exam - Other - FAESA
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Churchill Securities Pty Ltd (#293734)
- Commenced
- Oct. 21, 2019
- Ceased
- June 29, 2022
- Status
- Current
- Licence Holder
- AD Advisory Services Pty ltd (#237058)
- Commenced
- Oct. 25, 2022
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
- Aiw Dealer Services Pty Ltd (#414256)
- Commenced
- July 1, 2014
- Ceased
- July 25, 2016
- Status
- Ceased
- Licence Holder
- Australian Financial Planning Group Pty Limited (#247430)
- Commenced
- July 20, 2009
- Ceased
- Aug. 24, 2011
- Status
- Ceased
- Licence Holder
- Business Insurance Specialists Pty Ltd (#223627)
- Commenced
- Sept. 27, 2016
- Ceased
- Oct. 11, 2017
- Status
- Ceased
- Licence Holder
- Guardianfp Pty Limited (#237641)
- Commenced
- Dec. 7, 2012
- Ceased
- May 30, 2014
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Sept. 6, 2011
- Ceased
- Nov. 26, 2012
- Status
- Ceased
- Licence Holder
- Synchron Advice Pty Ltd (#243313)
- Commenced
- Nov. 6, 2017
- Ceased
- Oct. 3, 2019