Philip Ian Windsor – Financial Adviser

Adviser identifying number: 1000833
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: CHRYSALIS LIFESTYLE PLANNING PTY LTD
Licence number: 318597
Licensee’s ABN: 22127418982
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHRYSALIS LIFESTYLE PLANNING PTY LTD
Authorised Representative identifying number: 318597
Authorised Representative’s ABN: 22127418982

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 Arts With Diploma Of Education – Macquarie University
• Certificate III Course In Investment & Personal Financial Planning – Investment Training College
• Certificate IV in Financial PLanning – Integratec
• Diploma of Financial Planning – Financial Planning Association of Australia Limited

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Association of Independently Owned Financial Professionals (AIOFP)

Philip Ian Windsor 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
• Margin Lending Facility / Standard Margin Lending Facility