Phillip William Boys – Financial Adviser
Adviser identifying number: 411649
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: IPLAN FINANCIAL SERVICES PTY LTD
Licence number: 311824
Licensee’s ABN: 70122979140
Licence controlled by:
The date the Financial Adviser commenced the appointment: 21/09/2011
The date the Financial Adviser ceased the appointment: 27/06/2013
Name of the Authorised Representative: PHILLIP WILLIAM BOYS
Authorised Representative identifying number: 000411649
Authorised Representative’s ABN:
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:
- Advanced Diploma of Financial Services – Pinnacle Financial Services Academy
- Certificate IV in Finance and Mortgage Broking – Kaplan
- Diploma of Financial Services – Pinnacle Financial Services Academy
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Phillip William Boys is authorised to provide advices on following products: