Michael Phillips Financial Planner Report

Name:
Michael David Phillips

Rep Number:
000226048

Status:
Ceased

First Advice:
1979

Disciplinary action:
No action

Most Recent Role:
2010-03-26 - 2015-03-26

Licensee
Name:

Number:
000223328

ABN:
43 001 823 678

Appointed By
Name:
Michael David Phillips

Licence Number:
000226048

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
AIOFP
Certified Financial Strategist
Deakin University
Diploma of Financial Service (FP)
University of Technology Sydney
Estate Plannng
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)
SMSF Association