Gerard Phillips Financial Planner Report

Name:
Gerard Phillips

Rep Number:
000275133

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-04-05 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Deakin University
Bachelor of commerce majoring in insurance and marketing
National Insurance Brokers Association (NIBA)
Diploma of financial services

Memberships
Association of Financial Advisers (AFA)
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)