Philip Alexander Smith – Financial Adviser
Adviser identifying number: 1254258
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: CPA AUSTRALIA ADVICE PTY LTD
Licence number: 482657
Licensee’s ABN:
Licence controlled by: CPA AUSTRALIA LTD
The date the Financial Adviser commenced the appointment: 02/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CPA AUSTRALIA ADVICE PTY LTD
Authorised Representative identifying number: 482657
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:
Relevant qualifications and training:
- CPA – CPA Australia
- Diploma of Financial Planning – International Institute of Technology
- Principles of Self-Managed Superannuation Funds – International Institute of Technology
- Registered Tax Agent – Tax Practitioners Board
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Philip Alexander Smith is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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