Philip Penklis – Financial Adviser

Adviser identifying number: 360236
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Licence number: 238141
Licensee’s ABN: 21104922394
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Authorised Representative identifying number: 238141
Authorised Representative’s ABN: 21104922394

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:

• Advances SMSF – Kaplan
• Diploma Financial Planning – Aus and NZ Institute
• Diploma Financial Services – The Institute
• SMSF – Mentor
• Super Management – AFSA

Relevant memberships of professional bodies or industry associations:

Philip Penklis is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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