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