Philippa Elliott Financial Planner Report

Name:
Philippa Elliott

Rep Number:
000236932

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2008-05-13 onwards

Licensee
Name:

Number:
000322220

ABN:
80 106 837 558

Controlled By:

Appointed By
Name:
Momentum Planning Pty Ltd

Licence Number:
000322220

ABN:
80 106 837 558

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
Superannuation

Qualifications
FPA
CFP Certification
Australian College
Certificate IV in Financial Services (Finance/Mortgage Broking)
Deakin University
Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investments

Memberships
Financial Planning Association of Australia (FPA)