MALCOLM PHILLIPS (Adviser# 000253513) 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 February 22, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MALCOLM PHILLIPS |
| Adviser Number | 000253513 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000325252 EP FINANCIAL SERVICES PTY LTD |
| Licence ABN | 52130772495 |
| Licence Controlled By | ELSTON GROUP PTY LTD |
| Adviser Start Date | 2018-02-22 |
| Appointing Representative Name | EP FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000325252 |
| Appointing Representative ABN | 52130772495 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Aged Care Professional | Aged Care Steps |
| Bachelor of Commerce | University of Wollongong |
| CFP Certification Program | FPA |
| Diploma of Financial Planning | Deakin University |
| SMSF Specialist Adviser | SMSFA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000325252 |
EP FINANCIAL SERVICES PTY LTD
Licence controlled by: ELSTON GROUP PTY LTD |
2018-02-22 - | EP FINANCIAL SERVICES PTY LTD |
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Government Debentures, Stocks or Bonds: Class of product only. |
2005-08-05 - 2018-02-21 | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence Name | EP FINANCIAL SERVICES PTY LTD |
| Licence Number | 000325252 |
| Licence ABN | 52130772495 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATHAN RAYMOND HORNE | Ep Financial Services Pty Ltd | Current | 2018-07-24 |
| TORY JAMES CROSS | Ep Financial Services Pty Ltd | Current | 2018-06-22 |
| JESSIE HINDS | Ep Financial Services Pty Ltd | Current | 2018-06-08 |
| MATTHEW RENCKEN | Ep Financial Services Pty Ltd | Current | 2018-03-26 |
| ANDREW JOHN ROSETTA | Ep Financial Services Pty Ltd | Current | 2017-10-16 |
| CAMERON FELICE | Ep Financial Services Pty Ltd | Current | 2017-08-30 |
| ANDREW FABER | Ep Financial Services Pty Ltd | Current | 2017-08-30 |
| NATALIE LACKNER | Ep Financial Services Pty Ltd | Current | 2017-07-19 |
| MEHMED KAHRIC | Ep Financial Services Pty Ltd | Current | 2016-08-31 |
| SUNITHA CHAMALA | Ep Financial Services Pty Ltd | Current | 2016-07-02 |
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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.