Philip Dominic Rassalski – Financial Adviser
Adviser identifying number: 421163
Status: Current
Adviser’s ABN: 64082693531
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence number: 255475
Licensee’s ABN: 65061768670
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TREND WEALTH PTY LTD
Authorised Representative identifying number: 1238620
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:
- Accredited Derivatives Adviser Level 1 – Kaplan
- Accredited Derivatives Adviser Level 2 – Kaplan
- Diploma of Financial Services (Financial Planning) – FINSIA
- Margin Lending and Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations:
Philip Dominic Rassalski is authorised to provide advices on following products:
- Derivatives
- 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
- Margin Lending Facility / Standard Margin Lending Facility