Phillip Samuel Smith – Financial Adviser

Adviser identifying number: 264234
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: CUTCHER & NEALE FINANCIAL SERVICES PTY LTD
Licence number: 433814
Licensee’s ABN: 22160682879
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CUTCHER & NEALE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 433814
Authorised Representative’s ABN: 22160682879

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 Commerce – University of Newcastle
• Certified Financial Planner – Financial Planning Association
• SMSF Specialist Advisor (SSA) Accreditation – SMSF Association
• Tier 1 Foreign Exchange – Kaplan Professional
• Tier 1 Risk Specialist – IIT

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia (FINSIA)
• SMSF Association

Phillip Samuel Smith 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
• Margin Lending Facility / Standard Margin Lending Facility