PHILLIP JAMES GEORGE (Adviser# 000458416) 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 May 23, 2014.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP JAMES GEORGE |
| Adviser Number | 000458416 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000222152 ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 80100088168 |
| Adviser Start Date | 2014-05-23 |
| Appointing Representative Name | ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000222152 |
| Appointing Representative ABN | 80100088168 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Science | UWA |
| Graduate Diploma of Applied Finance and Investment | SIA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000222152 | ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD | 2014-05-23 - | ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD |
| 000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2004-03-01 - 2014-03-01 |
| Licence Name | ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000222152 |
| Licence ABN | 80100088168 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LAUREN ASHLEIGH WALKER | Entrust Private Wealth Management Pty Ltd | Current | 2018-07-16 |
| GIULIANO VINCI | Entrust Private Wealth Management Pty Ltd | Current | 2017-02-01 |
| MATTHEW ANTHONY REECE | Entrust Private Wealth Management Pty Ltd | Current | 2014-11-10 |
| ROBERT JOHN PRINCE | Entrust Private Wealth Management Pty Ltd | Current | 2014-06-12 |
| DUNCAN GRAHAM MACKINTOSH | Entrust Private Wealth Management Pty Ltd | Current | 2014-05-23 |
| SIMON CLARK MONTGOMERY | Entrust Private Wealth Management Pty Ltd | Current | 2014-05-23 |
| MICHAEL STEVEN VRANKOVICH | Entrust Private Wealth Management Pty Ltd | Current | 2011-09-01 |
| ROWAN JONES | Entrust Private Wealth Management Pty Ltd | Current | 2009-10-01 |
| CHRISTIAN GOLDING | Entrust Private Wealth Management Pty Ltd | Ceased | 2008-06-25 |
| GAVIN JAY HANNAGAN | Entrust Private Wealth Management Pty Ltd | Current | 2007-06-22 |
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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.