Michael Phillips – Financial Adviser

Adviser identifying number: 242227
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: LIBERTAS FINANCIAL PLANNING PTY LTD
Licence number: 429718
Licensee’s ABN: 27160419134
Licence controlled by:

The date the Financial Adviser commenced the appointment: 19/02/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIBERTAS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 429718
Authorised Representative’s ABN: 27160419134

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:

• Advanced Diploma of Financial Services – Threesixty RTO
• Bachelor of Commerce – Newcastle University
• Certificate 4 in Property services – The real estate training college
• Diploma of Financial Services (Finance & Mortgage Broking Mngt) – NSW TAFE
• Master of Diplomacy and Trade – Monash University

Relevant memberships of professional bodies or industry associations:

Michael Phillips is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• 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