Tracey Catherine De Nobile – Financial Adviser

Adviser identifying number: 1251435
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: PHILLIPSONS FINANCIAL PLANNING PTY LTD
Licence number: 332836
Licensee’s ABN: 87103720181
Licence controlled by: PHILLIPSONS ACCOUNTING SERVICES PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIPSONS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 332836
Authorised Representative’s ABN: 87103720181

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:

• Bachelor Business – Monash University
• Diploma of Financial Planning – Mentor Education

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Tracey Catherine De Nobile is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Superannuation