HomeFinancial AdvisersPhillip Martin Whiteley – Financial Adviser

Phillip Martin Whiteley – Financial Adviser

Adviser identifying number: 243495
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: FINANCIAL FORCE PTY LTD
Licence number: 238337
Licensee’s ABN: 42091425464
Licence controlled by: QUEENSLAND PROFESSIONAL ADVISORY SERVICES PTY. LIMITED

The date the Financial Adviser commenced the appointment: 11/05/2010
The date the Financial Adviser ceased the appointment: 12/06/2013
Name of the Authorised Representative: PHILLIP MARTIN WHITELEY
Authorised Representative identifying number: 000354304
Authorised Representative’s ABN:

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:

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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:

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