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:

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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