Kevin Phoa – Financial Adviser
Adviser identifying number: 1002022
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: VICSUPER PTY LTD
Licence number: 237333
Licensee’s ABN: 69087619412
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/08/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: VICSUPER PTY LTD
Authorised Representative identifying number: 237333
Authorised Representative’s ABN: 69087619412
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:
- Advanced Diploma of Financial Services (Financial Planning) – KAPLAN
- Diploma of Financial Services (Financial Planning) – KAPLAN
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Australian Institute of Superannuation Trustees (AIST)
Kevin Phoa is authorised to provide advices on following products:
- Superannuation