Phillip Osborne Financial Planner Report

Name:
Phillip Arthur Osborne

Rep Number:
000264650

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2016-12-08 onwards

Licensee
Name:

Number:
000288421

ABN:
58 113 067 968

Appointed By
Name:
Lifestyle Asset Management Pty Ltd

Licence Number:
000288421

ABN:
58 113 067 968

May advise on following product areas:
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
FPA / Deakin University
Diploma of Financial Planning
University of Western Sydney
Master of Commerce

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)