Philip Bruce Mcnaughton – Financial Adviser

Adviser identifying number: 388552
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

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: 23/11/2011
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:

  • Diploma of Financial Services(RG146) – The Carlyle Institute Pty Ltd
  • Masters in Taxation – UNSW
  • NSW Public Accountants registration – Institute of Chartered Accountants
  • SMSF Law – UNSW
  • tax strategies in Financial Planning – UNSW

Relevant memberships of professional bodies or industry associations: The Tax Institute

Philip Bruce Mcnaughton is authorised to provide advices on following products:

  • Superannuation