Scott Phillips – Financial Adviser
Adviser identifying number: 1237534
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
Licence number: 385845
Licensee’s ABN: 64141607098
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEO FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 385845
Authorised Representative’s ABN: 64141607098
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:
- Diploma of Financial Planning – International Institute of Technology
- MBA – Adelaide Graduate School of Business
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Scott Phillips is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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