Philip Trevor Hancox – Financial Adviser

Adviser identifying number: 443157
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: PORTFOLIO PLANNING SOLUTIONS LTD
Licence number: 255027
Licensee’s ABN: 83008007387
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PORTFOLIO PLANNING SOLUTIONS LTD
Authorised Representative identifying number: 255027
Authorised Representative’s ABN: 83008007387

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 Planning – Kaplan Professional
  • Advanced Diploma of Financial Planning – Kaplan Professional
  • Bachelor of Management – University of South Australia
  • Bachelor of Management – University of South Australia
  • Diploma of Financial Planning – Kaplan Professional
  • Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • FPA Financial Planning Association
  • FPA Financial Planning Association

Philip Trevor Hancox is authorised to provide advices on following products:

  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Superannuation