Kim Phillips Financial Planner Report

Name:
Kim Louise Phillips

Rep Number:
001246446

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-08-12 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Superannuation

Qualifications
Traineeship Management Australia
ASIC RG146 Self Managed Superannuation Funds
UNSW
ASIC RG146 Self Managed Superannuation Funds
The University of Newcastle
Bachelor of Commerce
Traineeship Management Australia
Diploma of Financial Planning

Memberships
Chartered Accountants Australia and New Zealand (CA)