Phillip Clancy – Financial Adviser
Adviser identifying number: 1000329
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD
Licence number: 243268
Licensee’s ABN: 28093569941
Licence controlled by:
The date the Financial Adviser commenced the appointment: 05/09/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 243268
Authorised Representative’s ABN: 28093569941
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:
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Relevant qualifications and training:
- Bachelor of Business(Business Mangement/Marketing) with Distinction – Charles Sturt University
- Certified Financial Planner – FPA
- Diploma of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Phillip Clancy 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