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

  • Cavendish & ICFS Specialist SMSF Course - The University of Adelaide
  • Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
  • Financial Advisor Exam - FAESA
  • Margin Lending and Geared Investments - Kaplan Education Pty Limited
  • Master of Commerce Applied Finance - Griffith University

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 Limited (#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