Philip Kelvin Marsh – Financial Adviser

Adviser identifying number: 344896
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: AUSTRALIAN ADVICE GROUP PTY LTD
Licence number: 484478
Licensee’s ABN:
Licence controlled by: Philip Kelvin MARSH

The date the Financial Adviser commenced the appointment: 30/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SWAMPY’S FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1242367
Authorised Representative’s ABN: 77606903584

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:

• Advanced Diploma of Financial Servies (FP) – Tribeca
• Certificate IV in Financial Services (Finance/Mortgage Broking) – The National Finance Institute
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma of Financial Services (FP) – Tribeca
• Tax (financial) adviser – Tax Practioners Board

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Philip Kelvin Marsh is authorised to provide advices on following 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
• Superannuation