Philippe Bossert
AWT FINANCIAL SERVICES PTY LTD · Joondalup WA 6027 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
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
- 000320029
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative AWT FINANCIAL SERVICES PTY LTD (no. 000469578)Since 1 August 2019
- Principal business address
- Joondalup WA 6027
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- CPA Australia (CPA)
- 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
- Standard margin lending facilities
- 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.
- CURRENTAug 2019 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative AWT FINANCIAL SERVICES PTY LTD (no. 000469578)
- CEASEDJun 2018 – Jul 2019CORE FINANCIAL SERVICES PTY LTD · AFSL 480009
- CEASEDNov 2017 – Jun 2018DOVER FINANCIAL ADVISERS PTY LTD · AFSL 307248
- CEASEDAug 2016 – Nov 2017PRESTIGE WEALTH ADVISERS PTY LTD · AFSL 480007
- CEASEDNov 2007 – Aug 2016COUNT FINANCIAL LIMITED · AFSL 227232
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
Self Managed Superannuation Funds
Kaplan Professional · 2018
CPA Program
CPA Australia · 2011 · Professional Designations
Advanced Taxation (CPA Program)
CPA Australia · 2010 · Other
Margin Lending and Geared Investments
Kaplan Professional · 2010
Diploma of Financial Services (Financial Planning)
Financial Services Institute of Australia (FINSIA) · 2007
Bachelor of Business (Double Major in Accounting and Finance)
Edith Cowan University · 2004 · Bachelor Degree (AQF 7)
Legal Framework 1 LAW 1100
Edith Cowan University · 2002 · Other
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 Philippe Bossert claims the profile.
Reviews
Not yet reviewed
No client has reviewed Philippe Bossert on Souffle yet.
Contacting Philippe Bossert
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AWT FINANCIAL SERVICES PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- 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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