Philippa Elliott – Financial Adviser

Adviser identifying number: 236932
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: MOMENTUM PLANNING PTY LTD
Licence number: 322220
Licensee’s ABN: 80106837558
Licence controlled by: MOMENTUM PLANNING PTY LTD

The date the Financial Adviser commenced the appointment: 13/05/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MOMENTUM PLANNING PTY LTD
Authorised Representative identifying number: 322220
Authorised Representative’s ABN: 80106837558

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • CFP Certification – FPA
  • Certificate IV in Financial Services (Finance/Mortgage Broking) – Australian College
  • Diploma of Financial Planning – Deakin University
  • Margin Lending & Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Philippa Elliott 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