PHILLIP MARTIN WHITELEY (Adviser# 000243495) 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 March 1, 2015.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP MARTIN WHITELEY |
| Adviser Number | 000243495 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000468112 SUPER PLUS TAX PTY LTD |
| Licence ABN | 21126518689 |
| Licence Controlled By | SUPER PLUS AUSTRALIA PTY LTD |
| Adviser Start Date | 2015-03-01 |
| Appointing Representative Name | SUPER PLUS TAX PTY LTD |
| Appointing Representative Number | 000468112 |
| Appointing Representative ABN | 21126518689 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma in Accounting | TAFE |
| DFP8 and PKE | Financial Planning Association |
| Financial Planning COurse | Securities Institute |
| Financial Planning Certificate | The Chartered Insurance Institute |
| SMSF Specialist Adviser | SMSF ssociation |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000468112 |
SUPER PLUS TAX PTY LTD
Licence controlled by: SUPER PLUS AUSTRALIA PTY LTD |
2015-03-01 - | SUPER PLUS TAX PTY LTD |
| 000238337 |
FINANCIAL FORCE PTY LTD
Licence controlled by: QUEENSLAND PROFESSIONAL ADVISORY SERVICES PTY. LIMITED |
2010-05-11 - 2013-06-12 | PHILLIP MARTIN WHITELEY |
| 000294619 | PLANNA PARTNERS PTY LTD | 2004-01-01 - 2008-11-29 | PHILLIP MARTIN WHITELEY |
| Licence Name | SUPER PLUS TAX PTY LTD |
| Licence Number | 000468112 |
| Licence ABN | 21126518689 |
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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.