Gregory Wayne Philp – Financial Adviser

Adviser identifying number: 263184
Status: Current
Adviser’s ABN: 86694778084
The year the Financial Adviser first provided advice: 1984

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: 18/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALLIANCE WEALTH PTY LTD
Authorised Representative identifying number: 449221
Authorised Representative’s ABN: 93161647007

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:

  • Life Insurance & Insurance Broking – Financial Services Training & Assessment Pty Ltd
  • Managed Investments & Securities – Financial Services Training & Assessment Pty Ltd
  • Superannuation – Financial Services Training & Assessment Pty Ltd

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

Gregory Wayne Philp 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
  • Superannuation