Phebe Tooma – Financial Adviser

Adviser identifying number: 414659
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence number: 409424
Licensee’s ABN: 36146520390
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD

The date the Financial Adviser commenced the appointment: 06/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 409424
Authorised Representative’s ABN: 36146520390

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:

• ASIC RG146 – GK, Skills,Superannuation and SMSF – AAMC
• Bachelor of Commerce in Accounting – UWS Nepean
• CPA – CPA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Tax Advisor
• Tax Institute of Australia

Phebe Tooma is authorised to provide advices on following products:

• Superannuation