PHILLIP MILLS (Adviser# 000330252) 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 October 1, 2014.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP MILLS |
| Adviser Number | 000330252 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000428272 EXELSUPER ADVICE PTY LTD |
| Licence ABN | 72080419745 |
| Adviser Start Date | 2014-10-01 |
| Appointing Representative Name | EXELSUPER ADVICE PTY LTD |
| Appointing Representative Number | 000428272 |
| Appointing Representative ABN | 72080419745 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | FPA |
| CFP Certificate | FPA |
| Self Managed Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000428272 | EXELSUPER ADVICE PTY LTD | 2014-10-01 - | EXELSUPER ADVICE PTY LTD |
| 000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2013-01-02 - 2014-10-01 | PHILLIP MILLS |
| 000237439 |
FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD.
Licence controlled by: IBWM PTY LTD |
2008-01-01 - 2013-01-01 | PHILLIP MILLS |
| Licence Name | EXELSUPER ADVICE PTY LTD |
| Licence Number | 000428272 |
| Licence ABN | 72080419745 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BARRY JOHN CRABTREE | Exelsuper Advice Pty Ltd | Current | 2015-05-01 |
| BRETT LEE CRABTREE | Exelsuper Advice Pty Ltd | Current | 2015-05-01 |
| SCOTT MICHAEL MCCONVILLE | Exelsuper Advice Pty Ltd | Current | 2015-05-01 |
| GLENN ALLEN DOHERTY | Exelsuper Advice Pty Ltd | Current | 2015-03-02 |
| DAVID FROST | Exelsuper Advice Pty Ltd | Current | 2013-12-20 |
| CHRISTOPHER STEVEN HARRIS | Exelsuper Advice Pty Ltd | Current | 2013-01-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BARRY JOHN CRABTREE | Exelsuper Advice Pty Ltd | Current | 2015-05-01 |
| BRETT LEE CRABTREE | Exelsuper Advice Pty Ltd | Current | 2015-05-01 |
| SCOTT MICHAEL MCCONVILLE | Exelsuper Advice Pty Ltd | Current | 2015-05-01 |
| GLENN ALLEN DOHERTY | Exelsuper Advice Pty Ltd | Current | 2015-03-02 |
| DAVID FROST | Exelsuper Advice Pty Ltd | Current | 2013-12-20 |
| CHRISTOPHER STEVEN HARRIS | Exelsuper Advice Pty Ltd | Current | 2013-01-08 |
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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.