Phillip Grimsey Financial Planner Report

Name:
Phillip John Grimsey

Rep Number:
000245969

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2005-12-01 onwards

ABN:
23 925 292 634

Licensee
Name:

Number:
000293334

ABN:
90 113 911 247

Appointed By
Name:
Grimsey Wealth Pty Ltd

Licence Number:
000293334

ABN:
90 113 911 247

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
Securities
Superannuation

Qualifications
RMIT
Bachelor of Business (Accounting)
CPA Australia
Certified practicing Accountant

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)