Philip Davies – Financial Adviser

Adviser identifying number: 1001819
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: PDFP PTY LTD
Licence number: 293538
Licensee’s ABN: 83116003877
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/01/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PDFP PTY LTD
Authorised Representative identifying number: 293538
Authorised Representative’s ABN: 83116003877

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 Surveying – UNSW
• Diploma of Financial Planning – Deakin University
• SMSF Accreditation – Tribeca

Relevant memberships of professional bodies or industry associations: SMSF Association

Philip Davies 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 / IDPS Only
• Retirement Savings Account Products
• Securities
• Superannuation