Phillip Win – Financial Adviser
Adviser identifying number: 1000633
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: PROFILE FINANCIAL SERVICES PTY LTD
Licence number: 226238
Licensee’s ABN: 32090146802
Licence controlled by:
The date the Financial Adviser commenced the appointment: 03/06/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFILE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 226238
Authorised Representative’s ABN: 32090146802
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 Economics – Australian National University
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning – Deakin University
- Margin Lending and Geared Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Phillip Win 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