HomeFinancial AdvisersMaxwell Phelps – Financial Adviser

Maxwell Phelps – Financial Adviser

Adviser identifying number: 409472
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 08/08/2011
The date the Financial Adviser ceased the appointment: 08/12/2011
Name of the Authorised Representative: MAXWELL PHELPS
Authorised Representative identifying number: 000409472
Authorised Representative’s ABN:

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:

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Relevant qualifications and training:

  • Bachelor of Arts in Economic and Social Studies – The Victoria University of Manchester
  • Diploma of Financial Services (Finance/Mortgage Broking Management) – Intellitrain
  • Diploma of Financial Services (Financial Planning) – Kaplan

Relevant memberships of professional bodies or industry associations:

Maxwell Phelps is authorised to provide advices on following products:

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