Rhys Jamie Moorehouse Phillips – Financial Adviser

Adviser identifying number: 1238626
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: STRATEGY FIRST FINANCIAL PLANNING PTY LTD
Licence number: 290771
Licensee’s ABN: 69114540528
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGY FIRST FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 290771
Authorised Representative’s ABN: 69114540528

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, with a Major in Finance – Macquarie University
• Diploma & Advanced Diploma of Financial Services – Kaplan
• Postgraduate Studies – Kaplan

Relevant memberships of professional bodies or industry associations: SMSF Association

Rhys Jamie Moorehouse Phillips is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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