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