Sarah Phillips Financial Planner Report

Name:
Sarah Denise Phillips

Rep Number:
000340015

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Diploma of Financial Services (Financial Planning)
ASFA
Diploma of Superannuation Management