Mark Phillips Financial Planner Report

Name:
Mark Anthony Phillips

Rep Number:
000237149

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-02-01 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Interprac Financial Planning Pty Ltd

Licence Number:
000246638

ABN:
14 076 093 680

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
Victoria College / Deakin University
Bachelor of Business Accounting
Australian Society of CPAs
Certified Practicing Accountant
Securities Institute of Australia
Graduate Diploma Financial Planning
SMSF Association
SMSF Specialist Adviser

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
National Tax & Accountants Association
SMSF Association