Phillip Ashley Turvey – Financial Adviser

Adviser identifying number: 1246692
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: IPAC SECURITIES LIMITED
Licence number: 234656
Licensee’s ABN: 30008587595
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 11/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IPAC SECURITIES LIMITED
Authorised Representative identifying number: 234656
Authorised Representative’s ABN: 30008587595

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:

  • Bachelor of Business (Banking and Finance) – Queensland University of Technology
  • Diploma of Financial Services (Financial Planning) – FPA
  • Diplomka of Financial Planning – Kaplan
  • Master of Business (Applied Finance) – Queensland University of Technology

Relevant memberships of professional bodies or industry associations:

Phillip Ashley Turvey 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
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility