Philip Clough Financial Planner Report

Name:
Philip Anthony Clough

Rep Number:
001001141

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2004-03-11 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
University of Technology, Sydney
Bachelor of Business (Finance & Marketing)
ASX
Level 2 Accredited Derivatives Adviser
Kaplan Professional Education
Margin Lending and Geared Investments
Securities Institute Education
PS146 Compliance Program - Superannuation and Financial Planning modules
SDIA / Deakin University
SDIA Accreditation Program Assessment