Philip Grant Shreeve – Financial Adviser

Adviser identifying number: 362880
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: AAA PRIVATE WEALTH ADVISORS PTY LTD
Licence number: 304366
Licensee’s ABN: 19121081810
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AAA PRIVATE WEALTH ADVISORS PTY LTD
Authorised Representative identifying number: 304366
Authorised Representative’s ABN: 19121081810

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 Commerce – Curtin university
• Chartered Accountant – Institute of Chartered Accountants Australia
• RG146 – Kaplan (previously SIA)

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Philip Grant Shreeve 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