Philippa Jane Cassidy
FINANCIAL STREAMS SERVICES PTY LTD · Launceston TAS 7250 · Advising since 1994
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000341289
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- FINANCIAL STREAMS SERVICES PTY LTD · AFSL 539661Since 6 March 2024
- Principal business address
- Launceston TAS 7250
- First year providing advice
- 1994
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2024 – presentFINANCIAL STREAMS SERVICES PTY LTD · AFSL 539661
- CEASEDAug 2022 – Dec 2023FORTNUM PRIVATE WEALTH LTD · AFSL 357306
- CEASEDJun 2015 – Jul 2022INTAS FINANCIAL SERVICES PTY. LTD. · AFSL 343939
- CEASEDSep 2009 – May 2015WILLS FINANCIAL GROUP PTY LTD · AFSL 339136
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
Diploma of Financial Planning
Financial Planning Association · 1995
Bachelor of Commerce
University of Tasmania · 1993
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Philippa Jane Cassidy claims the profile.
Reviews
Not yet reviewed
No client has reviewed Philippa Jane Cassidy on Souffle yet.
Contacting Philippa Jane Cassidy
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FINANCIAL STREAMS SERVICES PTY LTD · AFSL 539661
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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