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