CRAIG PHILLIPS (Adviser# 000334567) 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 April 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | CRAIG PHILLIPS |
| Adviser Number | 000334567 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1991 |
| Financial Service (AFS) Licence |
Licence# 000238433 AUSURE PTY LTD |
| Licence ABN | 94096971854 |
| Adviser Start Date | 2018-04-02 |
| Appointing Representative Name | AUSURE PTY LTD |
| Appointing Representative Number | 000238433 |
| Appointing Representative ABN | 94096971854 |
| Memberships |
FChFP - Fellow Chartered Financial Practitioner Financial Planner AFP (FPA) SSA - SMSF Specialist Accreditation (SPAA) TEP - Registered Trust and Estate Practitioner |
| Further Restrictions | Financial Planning products only. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Bachelor of Economics | James Cook University |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238433 |
AUSURE PTY LTD
Further restrictions: Financial Planning products only. |
2018-04-02 - | AUSURE PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2015-10-19 - 2018-03-29 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000436121 |
APT WEALTH PARTNERS PTY LTD
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust |
2013-06-01 - 2015-09-11 | APT WEALTH PARTNERS PTY LTD |
| 000240837 |
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2011-05-24 - 2013-05-31 | CRAIG PHILLIPS |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2009-02-18 - 2011-05-20 | CRAIG PHILLIPS |
| Licence Name | AUSURE PTY LTD |
| Licence Number | 000238433 |
| Licence ABN | 94096971854 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| VICTORIA HOLME | Ausure Pty Ltd | Current | 2018-08-14 |
| DAVID LUKE | Ausure Pty Ltd | Current | 2018-06-19 |
| DAVID HUNT | Ausure Pty Ltd | Current | 2018-06-08 |
| LUCY ATKINSON | Ausure Pty Ltd | Current | 2018-05-14 |
| MAGGIE ROSE JOHNSON | Ausure Pty Ltd | Current | 2018-03-06 |
| KERRIE SWINDLEY | Ausure Pty Ltd | Current | 2017-10-27 |
| KATRINA MARIE ROBBINS | Ausure Pty Ltd | Current | 2017-08-28 |
| BYRON BRECKLE | Ausure Pty Ltd | Current | 2017-07-31 |
| SHANNON DAWN MILLGATE | Ausure Pty Ltd | Current | 2017-07-10 |
| REBECCA GUY | Ausure Pty Ltd | Current | 2017-07-04 |
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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.