Simon Phillips – Financial Adviser

Adviser identifying number: 239470
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AURUM PLANNING PTY LTD
Licence number: 344139
Licensee’s ABN: 19141418555
Licence controlled by:

The date the Financial Adviser commenced the appointment: 23/02/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AURUM PLANNING PTY LTD
Authorised Representative identifying number: 344139
Authorised Representative’s ABN: 19141418555

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:

Relevant memberships of professional bodies or industry associations:

Simon Phillips 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