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