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