Philip Ian Keir – Financial Adviser

Adviser identifying number: 1255103
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: WHITEHILL KEIR PTY LTD
Licence number: 488673
Licensee’s ABN:
Licence controlled by: P N Keir Investments Pty Ltd as trustee for the P N Keir Family Trust

The date the Financial Adviser commenced the appointment: 30/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WHITEHILL KEIR PTY LTD
Authorised Representative identifying number: 000488673
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:

• Bachelor of Business – QIT
• Diploma of Financial Planning – Kaplan
• Master of Taxation – University of Queensland

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

Philip Ian Keir is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation