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