Phillip Gillard Financial Planner Report

Name:
Phillip Gillard

Rep Number:
000241959

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2009-01-06 onwards

Licensee
Name:

Number:
000318613

ABN:
27 127 508 472

Controlled By:

Appointed By
Name:
Shadforth Financial Group Limited

Licence Number:
000318613

ABN:
27 127 508 472

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Western Sydney
Bachelor of Commerce (B.Com)
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)