Phillip William Boys – Financial Adviser

Adviser identifying number: 411649
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 02/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL ADVICE MATTERS GROUP PTY LTD
Authorised Representative identifying number: 1234989
Authorised Representative’s ABN: 11605631598

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Services – Pinnacle Financial Services Academy
• Certificate IV in Finance and Mortgage Broking – Kaplan
• Diploma of Financial Services – Pinnacle Financial Services Academy
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Phillip William Boys is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation