Michael David Phillips – Financial Adviser

Adviser identifying number: 226048
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1979

Name of the licence holder: M D PHILLIPS & ASSOCIATES PTY LTD
Licence number: 223328
Licensee’s ABN: 43001823678
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/12/2002
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: M D PHILLIPS & ASSOCIATES PTY LTD
Authorised Representative identifying number: 223328
Authorised Representative’s ABN: 43001823678

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Financial Planner – FPA
  • Certified Financial Strategist – AIOFP
  • Diploma of Financial Service (FP) – Deakin University
  • Estate Plannng – University of Technology Sydney
  • SMSF Specialist Advisor (SSA) Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • Association of Independently Owned Financial Professionals (AIOFP)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Michael David Phillips is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • FHSA Issued non ADI