PHIL REES

Licensee: WESTOZ FUNDS MANAGEMENT PTY LTD

PHIL REES (Adviser# 001005394) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is October 15, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name PHIL REES
Adviser Number 001005394
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000285607
WESTOZ FUNDS MANAGEMENT PTY LTD
Licence ABN 30106677721
Licence Controlled By EUROZ SECURITIES LTD
Adviser Start Date 2005-10-15
Adviser End Date 2018-08-27
Appointing Representative Name WESTOZ FUNDS MANAGEMENT PTY LTD
Appointing Representative Number 000285607
Appointing Representative ABN 30106677721

Authorisations to provide financial product advice

  • PHIL REES

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000285607 WESTOZ FUNDS MANAGEMENT PTY LTD
Licence controlled by: EUROZ SECURITIES LTD
2005-10-15 - 2018-08-27 WESTOZ FUNDS MANAGEMENT PTY LTD

Licensee Information

Licence Name WESTOZ FUNDS MANAGEMENT PTY LTD
Licence Number 000285607
Licence ABN 30106677721

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DERMOT WOODS Westoz Funds Management Pty Ltd Ceased 2005-10-15

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DERMOT WOODS Westoz Funds Management Pty Ltd Ceased 2005-10-15

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.