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