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