Phillip Neil Stevens – Financial Adviser

Adviser identifying number: 309484
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 09/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVEST WA PTY LTD
Authorised Representative identifying number: 456367
Authorised Representative’s ABN: 62104199680

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:

• ASX Securities – Kaplan
• Managed Investments – Finsia
• Risk Management – Finsia
• Self Managed Super Fund Course – Kaplan
• Superannuation and Retirement Planning – Finsia

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Phillip Neil Stevens is authorised to provide advices on following 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