Phillip Clayton Thompson – Financial Adviser

Adviser identifying number: 1005120
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: RISE FINANCIAL PTY LTD
Licence number: 311718
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/06/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RISE FINANCIAL PTY LTD
Authorised Representative identifying number: 000311718
Authorised Representative’s ABN:

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 Commerce – Australian National University
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Deakin University
• Master of Management – Australian National University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Independent Financial Advisers Association of Australia (IFAAA)

Phillip Clayton Thompson 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