GEORGIE PHILLIPS (Adviser# 000314636) 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 28, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GEORGIE PHILLIPS |
| Adviser Number | 000314636 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000504169 G & S FINANCIAL SOLUTIONS PTY LTD |
| Adviser Start Date | 2018-02-28 |
| Appointing Representative Name | G & S FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000504169 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Certified Financial Planner | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000504169 | G & S FINANCIAL SOLUTIONS PTY LTD | 2018-02-28 - | G & S FINANCIAL SOLUTIONS PTY LTD |
| 000223280 | SECURINVEST FINANCIAL PLANNERS PTY. LTD. | 2007-01-01 - 2015-06-30 | GEORGIE PHILLIPS |
| 000241437 | ACN 073 776 593 PTY LTD | 2005-01-01 - 2006-12-31 | GEORGIE PHILLIPS |
| Licence Name | G & S FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000504169 |
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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.