Phillip Martin Whiteley – Financial Adviser
Adviser identifying number: 243495
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: SUPER PLUS TAX PTY LTD
Licence number: 468112
Licensee’s ABN: 21126518689
Licence controlled by: SUPER PLUS AUSTRALIA PTY LTD
The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUPER PLUS TAX PTY LTD
Authorised Representative identifying number: 000468112
Authorised Representative’s ABN: 21126518689
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:
- Advanced Diploma in Accounting – TAFE
- DFP8 and PKE – Financial Planning Association
- Financial Planning COurse – Securities Institute
- Financial Planning Certificate – The Chartered Insurance Institute
- SMSF Specialist Adviser – SMSF ssociation
Relevant memberships of professional bodies or industry associations:
Phillip Martin Whiteley 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