Phillip Leslie – Financial Adviser

Adviser identifying number: 255755
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1990

Name of the licence holder: ADVICEIQ PARTNERS PTY LTD
Licence number: 332957
Licensee’s ABN: 95134016210
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVICEIQ PARTNERS PTY LTD
Authorised Representative identifying number: 332957
Authorised Representative’s ABN: 95134016210

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 Law – University of Sydney
  • Policy Statement 146 Knowledge Assessment – Integratec

Relevant memberships of professional bodies or industry associations: FINSIA

Phillip Leslie 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility