KELDA JEAN TOSH PHILLIPS (Adviser# 001243796) 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 July 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | KELDA JEAN TOSH PHILLIPS |
| Adviser Number | 001243796 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000238520 ACCRU WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 43083409714 |
| Licence Controlled By |
GREGORY DEAN WINNETT JAMES PETER PASTELLAS PETER JOHN BRINDLEY RICHARD JAMES ADDISON ROBERT ANDREW LANE SIMON GRANT HILTON |
| Adviser Start Date | 2016-07-01 |
| Appointing Representative Name | ACCRU WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000238520 |
| Appointing Representative ABN | 43083409714 |
| Memberships | CPA Australia (CPA) |
| Further Restrictions | Self Managed Super Funds Only |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accountants Self Managed Super Fund Package | Kaplan Professional |
| Bachelor of Commerce (Accounting and Finance) | Monash University |
| Certified Practising Accountant Course | CPA Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238520 |
ACCRU WEALTH MANAGEMENT PTY LTD
Licence controlled by: GREGORY DEAN WINNETT ~ JAMES PETER PASTELLAS ~ PETER JOHN BRINDLEY ~ RICHARD JAMES ADDISON ~ ROBERT ANDREW LANE ~ SIMON GRANT HILTON Further restrictions: Self Managed Super Funds Only |
2016-07-01 - | ACCRU WEALTH MANAGEMENT PTY LTD |
| Licence Name | ACCRU WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000238520 |
| Licence ABN | 43083409714 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KATHERINE SUSANNAH TRENCHARD RHODES | Accru Wealth Management Pty Ltd | Current | 2016-08-26 |
| DANIEL JOSPEH ARNEPHY | Accru Wealth Management Pty Ltd | Current | 2016-07-01 |
| SIMON GRANT HILTON | Accru Wealth Management Pty Ltd | Current | 2016-07-01 |
| NICK PETAROUDAS | Accru Wealth Management Pty Ltd | Current | 2016-07-01 |
| PETER JOHN BRINDLEY | Accru Wealth Management Pty Ltd | Current | 2016-07-01 |
| CRAIG JAMES SMITH | Accru Wealth Management Pty Ltd | Current | 2016-05-05 |
| PETER ADDISON | Accru Wealth Management Pty Ltd | Current | 2014-09-15 |
| JAMES ELLIOT GRINDROD | Accru Wealth Management Pty Ltd | Current | 2012-09-11 |
| THOMAS HARRIS | Accru Wealth Management Pty Ltd | Current | 2006-05-31 |
| RICHARD JAMES ADDISON | Accru Wealth Management Pty Ltd | Current | 2004-01-01 |
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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.