Simon Phillips Financial Planner Report

Name:
Simon Phillips

Rep Number:
000239470

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2010-02-23 onwards

Location:
Floreat, , WA, 0

Licensee
Name:

Number:
000344139

ABN:
19 141 418 555

Appointed By
Name:
Aurum Planning Pty Ltd

Licence Number:
000344139

ABN:
19 141 418 555

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
Savings Factory (ASX)
ASX Listed Products Accreditation
Kaplan
Continuing Professional Development
Securities Institute of Australia
Diploma of Financial Markets
Genesys Wealth Advisers
RG146 Accreditation