Phillip Heath Financial Planner Report

Name:
Phillip Lindsay Heath

Rep Number:
000244900

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2015-04-23 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000339151

ABN:
34 132 463 257

Appointed By
Name:
Australia Pacific Funds Management Pty Ltd

Licence Number:
000339151

ABN:
34 132 463 257

May advise on following product areas:
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
The Australian National University
Bachelor of Economics
IntegraTec
Entry Level Competencies for Financial Services Professionals Course
IntegratEc
Investment Planning 1 Course
ParaPlanning Professionals
Retirement Planning & Principals Course
IntegraTec
Risk Management for Financial Service Professionals Course

Memberships
Association of Financial Advisers (AFA)