Linda Ruth Phillips – Financial Adviser
Adviser identifying number: 232051
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: SMSF ADVISERS NETWORK PTY LTD
Licence number: 430062
Licensee’s ABN: 64155907681
Licence controlled by: NATIONAL TAX & ACCOUNTANTS’ ASSOCIATION LIMITED
The date the Financial Adviser commenced the appointment: 17/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVISERS NETWORK PTY LTD
Authorised Representative identifying number: 430062
Authorised Representative’s ABN: 64155907681
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:
- Graduate Diploma of Financial Services – FINSIA
- ICAA SMSF Specialist Workshop – Institute of Chartered Accountants
- Master of Business (Accounting) – RMIT
- Master of Business (Taxation) – RMIT
- RG146 Course – SMSF Training
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- National Tax and Accountants’ Association (NTAA)
Linda Ruth Phillips is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Superannuation