Phillip Whiteley Financial Planner Report

Name:
Phillip Martin Whiteley

Rep Number:
000243495

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000468112

ABN:
21 126 518 689

Controlled By:

Appointed By
Name:
Super Plus Tax Pty Ltd

Licence Number:
000468112

ABN:
21 126 518 689

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
TAFE
Advanced Diploma in Accounting
Financial Planning Association
DFP8 and PKE
Securities Institute
Financial Planning COurse
The Chartered Insurance Institute
Financial Planning Certificate
SMSF ssociation
SMSF Specialist Adviser