Phillip Lindsay Heath – Financial Adviser
Adviser identifying number: 244900
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD
Licence number: 339151
Licensee’s ABN: 34132463257
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD
Authorised Representative identifying number: 000339151
Authorised Representative’s ABN: 34132463257
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 Economics – The Australian National University
- Entry Level Competencies for Financial Services Professionals Course – IntegraTec
- Investment Planning 1 Course – IntegratEc
- Retirement Planning & Principals Course – ParaPlanning Professionals
- Risk Management for Financial Service Professionals Course – IntegraTec
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Phillip Lindsay Heath is authorised to provide advices on following products:
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation