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