Helen Kate Mcphee – Financial Adviser

Adviser identifying number: 1247992
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MUTUAL TRUST PTY LTD
Licence number: 234590
Licensee’s ABN: 71004285330
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MUTUAL TRUST PTY LTD
Authorised Representative identifying number: 234590
Authorised Representative’s ABN: 71004285330

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 Business – Accounting – RMIT
• Grad Dip Chartered Accountant – ICAA
• RG 146 Super & Insurance – Monarch Institute
• Tax Agent – TPB

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association

Helen Kate Mcphee is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Superannuation