PHILLIP WOODHOUSE (Adviser# 000231434) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 3, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP WOODHOUSE |
| Adviser Number | 000231434 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000507160 HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD |
| Licence Controlled By | HAMILTON MORELLO PTY. LTD. |
| Adviser Start Date | 2018-08-03 |
| Appointing Representative Name | HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD |
| Appointing Representative Number | 000507160 |
| Memberships |
CPA Australia (CPA) SMSF Association - SMSF Specialist Advisor (SSA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Business Studies (Accounting) | Caulfield Institute of Technology |
| Diploma of Financial Services (Financial Planning) FNS50804 | Pinnacle Financial Services Academy |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000507160 |
HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD
Licence controlled by: HAMILTON MORELLO PTY. LTD. |
2018-08-03 - | HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2003-07-01 - 2018-08-02 | COUNT FINANCIAL LIMITED |
| Licence Name | HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD |
| Licence Number | 000507160 |
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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.