Phil Alvaro Financial Planner Report

Name:
Phil John Alvaro

Rep Number:
000231720

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2007-08-01 onwards

Location:
Belmont, , WA, 0

Licensee
Name:

Number:
000227748

ABN:
77 103 642 888

Controlled By:

Appointed By
Name:
The Trustee For Hooper Bfp Trust & The Trustee For Lane Bfp Trust & The Trustee For Murphy Bfp Trust & The Trustee For Northcott Bfp Trust & The Trustee For Northey Bfp Trust & Others

Licence Number:
000317724

ABN:
81 149 135 817

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities

Qualifications
Kaplan Education Pty Ltd
Advanced Diploma of Financial Services (Financial Planning)
Edith Cowan University
Bachelor of Business
Kaplan Education Pty Ltd
Diploma of Financial Planning
Association of Financial Advisers
Fellow Chartered FInancial Practioner

Memberships
CPA Australia (CPA)