ROBERT WILLIAM PHILLIPS (Adviser# 000428753) 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 August 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT WILLIAM PHILLIPS |
| Adviser Number | 000428753 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000240938 THE FINANCIALLINK GROUP PTY LTD |
| Licence ABN | 12055622967 |
| Licence Controlled By | BEACON FINANCIAL GROUP PTY LIMITED |
| Adviser Start Date | 2018-08-01 |
| Appointing Representative Name | THE FINANCIALLINK GROUP PTY LTD |
| Appointing Representative Number | 000240938 |
| Appointing Representative ABN | 12055622967 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Graduate Diploma | business - Adelaide university |
| Masters Degree | Business - Adelaide University |
| TASA and the TPB Code of Professional Conduct | KAPLAN |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED |
2018-08-01 - | THE FINANCIALLINK GROUP PTY LTD |
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED Further restrictions: Excluding Self Managed Superannuation Funds and Standard Margin Lending |
2018-06-27 - 2018-06-28 | THE FINANCIALLINK GROUP PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-09-27 - 2018-07-30 | GWM ADVISER SERVICES LIMITED |
| Licence Name | THE FINANCIALLINK GROUP PTY LTD |
| Licence Number | 000240938 |
| Licence ABN | 12055622967 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ABHISHEK BHANDARI | The Financiallink Group Pty Ltd | Current | 2018-08-06 |
| PHILLIP DWYER | The Financiallink Group Pty Ltd | Current | 2018-08-03 |
| SANJIV SAMEER JOHN KHALKHO | The Financiallink Group Pty Ltd | Current | 2018-07-16 |
| MARK TAYLOR | The Financiallink Group Pty Ltd | Current | 2018-07-10 |
| RONALD NGO | The Financiallink Group Pty Ltd | Current | 2018-07-10 |
| GEOFFREY OBERG | The Financiallink Group Pty Ltd | Current | 2018-07-09 |
| DAVID SIOSTROM | The Financiallink Group Pty Ltd | Current | 2018-07-09 |
| SIMON NUTTALL | The Financiallink Group Pty Ltd | Current | 2018-07-06 |
| PETER JULIAN LAW | The Financiallink Group Pty Ltd | Current | 2018-07-06 |
| KIMBERLY ROBIN KALMS | The Financiallink Group Pty Ltd | Current | 2018-07-05 |
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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.