Phil Rees – Financial Adviser

Adviser identifying number: 1005394
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: WESTOZ FUNDS MANAGEMENT PTY LTD
Licence number: 285607
Licensee’s ABN: 30106677721
Licence controlled by: EUROZ SECURITIES LTD

The date the Financial Adviser commenced the appointment: 15/10/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTOZ FUNDS MANAGEMENT PTY LTD
Authorised Representative identifying number: 285607
Authorised Representative’s ABN: 30106677721

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:

• Bachelor of Commerce – University of Western Australia
• Certified Practising Accountant – Australian Society of Accountants
• Chartered Financial Analyst – AIMR
• Graduate Diploma in Applied Finance and Investment – Securities Institute
• Graduate Diploma in Company Secretarial Practice – Chartered Secretaries Australia Limited

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Financial Analyst Institute (CFA)
• Chartered Secretaries Australia Ltd FCIS

Phil Rees is authorised to provide advices on following products:

• Securities