Phillip Conwell – Financial Adviser

Adviser identifying number: 259514
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1978

Name of the licence holder: BUSINESS & ESTATE PLANNING SPECIALISTS HOLDINGS PTY LTD
Licence number: 379410
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/11/2011
The date the Financial Adviser ceased the appointment: 24/05/2013
Name of the Authorised Representative: PHILLIP CONWELL
Authorised Representative identifying number: 000259514
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:

• Diploma of Financial Planning (FNS50611) – Kaplan Professional
• Margin Lending and Geared Investments – Kaplan Professional
• Self Managed Super Funds – Integrity

Relevant memberships of professional bodies or industry associations: Financial Brokers Association Australia (FBAA)

Phillip Conwell is authorised to provide advices on following products: