Phillip John Grimsey – Financial Adviser

Adviser identifying number: 245969
Status: Current
Adviser’s ABN: 23925292634
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: GRIMSEY WEALTH PTY LTD
Licence number: 293334
Licensee’s ABN: 90113911247
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRIMSEY WEALTH PTY LTD
Authorised Representative identifying number: 000293334
Authorised Representative’s ABN: 90113911247

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 Business (Accounting) – RMIT
• Certified practicing Accountant – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Phillip John Grimsey 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility