Philip Smith – Financial Adviser

Adviser identifying number: 252870
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Licence number: 224954
Licensee’s ABN: 94003771579
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
Authorised Representative identifying number: 224954
Authorised Representative’s ABN: 94003771579

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

Bachelor of Commerce – University of Newcastle
Diploma of Financial Planning: Subjects 1-8 – FPA-Deakin and Kaplan Professional
Margin Lending and Geared Investments – Kaplan Professional
Self-Managed Superannuation Fund – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Financial Planning Association of Australia (FPA)
Million Dollar Round Table (MDRT)

Philip Smith 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
Margin Lending Facility / Standard Margin Lending Facility