GEORGE PHILLIPOS


Licensee: INVESTWEST PTY. LTD.

GEORGE PHILLIPOS (Adviser# 000254385) 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 10, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEORGE PHILLIPOS
Adviser Number 000254385
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 46098965394
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000246568
INVESTWEST PTY. LTD.
Licence ABN 48009221809
Adviser Start Date 2004-03-10
Appointing Representative Name INVESTWEST PTY. LTD.
Appointing Representative Number 000246568
Appointing Representative ABN 48009221809
Memberships Chartered Accountants Australia and New Zealand (CA)
Chartered Accountants Australia and New Zealand (CA)
Further Restrictions Can also provide advice on Life Company Superannuation Products & Salary Packaging.

Authorisations to provide financial product advice

  • GEORGE PHILLIPOS
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Miscellaneous Financial Risk Products

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products ASX/Savings Factory
ASX Listed Products ASX/Savings Factory
Bachelor of Commerce University of Western Australia
Bachelor of Commerce University of Western Australia
PS146 Knowledge Integratec
PS146 Knowledge Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246568 INVESTWEST PTY. LTD.
Further restrictions: Can also provide advice on Life Company Superannuation Products & Salary Packaging.
2004-03-10 - INVESTWEST PTY. LTD.
000235311 ROXBURGH SECURITIES PTY LTD
Further restrictions: No derivatives authorisations
2003-11-07 - ROXBURGH SECURITIES PTY LTD

Licensee Information

Licence Name INVESTWEST PTY. LTD.
Licence Number 000246568
Licence ABN 48009221809

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ROBERT AUGUSTINE RYAN Investwest Pty. Ltd. Current 2016-07-01
STEPHEN MICHAEL BLIZARD Investwest Pty. Ltd. Current 2004-03-10
PETER EDWARD BRIEN Investwest Pty. Ltd. Ceased 2003-12-22

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ROBERT AUGUSTINE RYAN Investwest Pty. Ltd. Current 2016-07-01
STEPHEN MICHAEL BLIZARD Investwest Pty. Ltd. Current 2004-03-10
PETER EDWARD BRIEN Investwest Pty. Ltd. Ceased 2003-12-22

Competitor

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Dataset Information


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.