Kim Louise Phillips – Financial Adviser

Adviser identifying number: 1246446
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED

The date the Financial Adviser commenced the appointment: 12/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

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:

• ASIC RG146 Self Managed Superannuation Funds – Traineeship Management Australia
• ASIC RG146 Self Managed Superannuation Funds – UNSW
• Bachelor of Commerce – The University of Newcastle
• Diploma of Financial Planning – Traineeship Management Australia

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Kim Louise Phillips is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation