Adam David Phillips – Financial Adviser

Adviser identifying number: 339435
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 01/08/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MAGNITUDE GROUP PTY LTD
Authorised Representative identifying number: 221557
Authorised Representative’s ABN: 54086266202

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 of International Business – Griffith University
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma in Applied Finance and Investment – Securities Institute of Australia
• Masters of Business Administration – University of Queensland

Relevant memberships of professional bodies or industry associations:

• FINSIA
• Financial Planning Association of Australia (FPA)

Adam David 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
• Margin Lending Facility / Standard Margin Lending Facility