Kelda Jean Tosh Phillips – Financial Adviser
Adviser identifying number: 1243796
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: ACCRU WEALTH MANAGEMENT PTY LTD
Licence number: 238520
Licensee’s ABN: 43083409714
Licence controlled by: GREGORY DEAN WINNETT ~ JAMES PETER PASTELLAS ~ PETER JOHN BRINDLEY ~ RICHARD JAMES ADDISON ~ ROBERT ANDREW LANE ~ SIMON GRANT HILTON
The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 238520
Authorised Representative’s ABN: 43083409714
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:
- Accountants Self Managed Super Fund Package – Kaplan Professional
- Bachelor of Commerce (Accounting and Finance) – Monash University
- Certified Practising Accountant Course – CPA Australia
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Kelda Jean Tosh Phillips is authorised to provide advices on following products:
- Superannuation