Phillip Miller Financial Planner Report

Name:
Phillip William Miller

Rep Number:
000231934

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-08-03 onwards

Licensee
Name:

Number:
000482657

Controlled By:

Appointed By
Name:
Cpa Australia Advice Pty Ltd

Licence Number:
000482657

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Charles Sturt University
Bachelor of Business (Accounting and Computing)
UNSW
CA SMSF Specialist Accreditation Course
IIT
Diploma of Financial Planning
IIT
RG 146 Tier 1 Specialist Margin Lending Course
Tax Practitioners Board
Registered Tax Agent

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)