MICHAEL DAVID PHILLIPS (Adviser# 000226048) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is March 26, 2010.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL DAVID PHILLIPS |
| Adviser Number | 000226048 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 1979 |
| Financial Service (AFS) Licence |
Licence# 000223328 M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence ABN | 43001823678 |
| Adviser Start Date | 2010-03-26 |
| Adviser End Date | 2015-03-26 |
| Appointing Representative Name | MICHAEL DAVID PHILLIPS |
| Appointing Representative Number | 000226048 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA |
| Certified Financial Strategist | AIOFP |
| Diploma of Financial Service (FP) | Deakin University |
| Estate Plannng | University of Technology Sydney |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223328 | M D PHILLIPS & ASSOCIATES PTY LTD | 2010-03-26 - 2015-03-26 | MICHAEL DAVID PHILLIPS |
| 000223328 | M D PHILLIPS & ASSOCIATES PTY LTD | 2002-12-21 - | M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence Name | M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence Number | 000223328 |
| Licence ABN | 43001823678 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHERRY LAI | M D Phillips & Associates Pty Ltd | Current | 2018-03-19 |
| JANET YEUNG | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHERRY LAI | M D Phillips & Associates Pty Ltd | Current | 2018-03-19 |
| JANET YEUNG | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.