David Geoffrey Page – Financial Adviser

Adviser identifying number: 1001231
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: AB PHILLIPS PTY LTD
Licence number: 234457
Licensee’s ABN: 91007075934
Licence controlled by: AUB GROUP LIMITED

The date the Financial Adviser commenced the appointment: 01/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AB PHILLIPS PTY LTD
Authorised Representative identifying number: 234457
Authorised Representative’s ABN: 91007075934

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:

• Certified Financial Planner – Deakin University
• Certified Financial Planner – Deakin University
• Diploma of Financial Planning – Deakin University
• Diploma of Financial Planning – Deakin University
• Graduate Certificate in Commerce – Charles Sturt University
• Graduate Certificate in Commerce – Charles Sturt University
• Master of Business Administration (Finance) – Charles Sturt University
• Master of Business Administration (Finance) – Charles Sturt University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

David Geoffrey Page 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