Philip Richard Hall – Financial Adviser
Adviser identifying number: 1006250
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence number: 234630
Licensee’s ABN: 97009475629
Licence controlled by:
The date the Financial Adviser commenced the appointment: 24/09/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TASMANIAN PERPETUAL TRUSTEES LIMITED
Authorised Representative identifying number: 234630
Authorised Representative’s ABN: 97009475629
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 Services (Financial Planning) – Kaplan Australia
- Bachelor of Education (Hons) – University of Tasmania
- Certified Financial Planner – Financial Planning Association of Australia
- Margin Lending and Geared Investments – Kaplan Australia
- Self Managed Super Funds – Kaplan Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Philip Richard Hall 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