Michael Phillips Financial Planner Report

Name:
Michael Phillips

Rep Number:
000242227

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2013-02-19 onwards

Licensee
Name:

Number:
000429718

ABN:
27 160 419 134

Appointed By
Name:
Libertas Financial Planning Pty Ltd

Licence Number:
000429718

ABN:
27 160 419 134

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Threesixty RTO
Advanced Diploma of Financial Services
Newcastle University
Bachelor of Commerce
The real estate training college
Certificate 4 in Property services
NSW TAFE
Diploma of Financial Services (Finance & Mortgage Broking Mngt)
Monash University
Master of Diplomacy and Trade