Philip Toop Financial Planner Report

Name:
Philip Jamie Toop

Rep Number:
000259382

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2014-10-07 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000236048

ABN:
24 003 221 583

Appointed By
Name:
Shaw And Partners Limited

Licence Number:
000236048

ABN:
24 003 221 583

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Miscellaneous Financial Investment Products
Miscellaneous Financial Investment Products - MDA Services
All Securities
Superannuation

Qualifications
ASX
ASX Broker Exam
Flinder University South Australia
Bachelor of Economics
Deakin Prime
Margin Lending Accreditation Program
Securities Institute
PS146
Securities Institute of Australia
Post Graduate Diploma

Memberships
Chartered Alternative Investment Analyst Association
FINSIA