Phillip John Jones – Financial Adviser

Adviser identifying number: 1242983
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GPS WEALTH LTD
Authorised Representative identifying number: 254544
Authorised Representative’s ABN: 17005482726

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:

  • Chartered Accountant – Institute of Chartered Accountants Australia
  • RG146 – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Public Accountants Registration Board
  • The Tax Institute

Phillip John Jones is authorised to provide advices on following products:

  • Superannuation