Philip Nolis Financial Planner Report

Name:
Philip Andrew Nolis

Rep Number:
000268894

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2007-08-27 onwards

Licensee
Name:

Number:
000311127

ABN:
63 107 777 471

Appointed By
Name:
Southern Cross Financial Pty Ltd

Licence Number:
000311127

ABN:
63 107 777 471

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Curtin University
Bachelor of Business
Kaplan
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments

Memberships
Association of Financial Advisers (AFA)
CPA Australia (CPA)