Phillip Dwyer – Financial Adviser

Adviser identifying number: 425989
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence number: 422854
Licensee’s ABN: 97158645624
Licence controlled by: MORTGAGE CHOICE LIMITED

The date the Financial Adviser commenced the appointment: 08/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 422854
Authorised Representative’s ABN: 97158645624

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:

  • Advanced Diploma of Business – USQ
  • Advanced Diploma of Financial Planning – Kaplan
  • Bachelor of Commerce – University of Southern Queensland
  • Diploma of Financial Planning – Kaplan

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

Phillip Dwyer is authorised to provide advices on following 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