Phillip Gregory George – Financial Adviser

Adviser identifying number: 255607
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 27/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ONEPLAN PTY LTD
Authorised Representative identifying number: 275532
Authorised Representative’s ABN: 40091679444

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 Services (Financial Planning) – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Phillip Gregory George 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
• Superannuation