HEIDI THERESE PHILLIPS


Licensee: GARNSEY PARTNERS PTY LIMITED

HEIDI THERESE PHILLIPS (Adviser# 001008697) 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 January 31, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name HEIDI THERESE PHILLIPS
Adviser Number 001008697
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000446874
GARNSEY PARTNERS PTY LIMITED
Licence ABN 50161148232
Licence Controlled By WESTCOMBE HOLDINGS PTY LIMITED
Adviser Start Date 2014-01-31
Appointing Representative Name GARNSEY PARTNERS PTY LIMITED
Appointing Representative Number 000446874
Appointing Representative ABN 50161148232
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • HEIDI THERESE PHILLIPS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma in Financial Services (Financial Planning) Intellitrain Pty Limited
Bachelor of Business Southern Cross University
Certificate of Public Practice ICAA
Chartered Accountant ICAA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000446874 GARNSEY PARTNERS PTY LIMITED
Licence controlled by: WESTCOMBE HOLDINGS PTY LIMITED
2014-01-31 - GARNSEY PARTNERS PTY LIMITED

Licensee Information

Licence Name GARNSEY PARTNERS PTY LIMITED
Licence Number 000446874
Licence ABN 50161148232

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JAMES PARKMAN GARNSEY Garnsey Partners Pty Limited Current 2014-01-31

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JAMES PARKMAN GARNSEY Garnsey Partners Pty Limited Current 2014-01-31

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.