Phillip Gillard – Financial Adviser

Adviser identifying number: 241959
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Licence number: 318613
Licensee’s ABN: 27127508472
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 06/01/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHADFORTH FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 318613
Authorised Representative’s ABN: 27127508472

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce (B.Com) – University of Western Sydney
  • Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
  • Diploma of Financial Planning – Deakin University
  • Investment Certificate – Investment Training College

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

Phillip Gillard 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility