Philip John Pote

Name
Philip John Pote
ID
291636
ABN
First Provided Advice
2000

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Avana Financial Solutions Pty Ltd (#516325)
Commenced
July 23, 2020
Ceased
June 25, 2025
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
Sept. 21, 2018
Ceased
June 24, 2020
Status
Ceased
Licence Holder
A.c.n. 140 520 225 Pty Ltd (#345905)
Commenced
May 8, 2013
Ceased
Sept. 21, 2018
Status
Ceased
Licence Holder
Aaa Financial Intelligence Ltd (#312478)
Commenced
Aug. 6, 2010
Ceased
Feb. 8, 2013
Status
Ceased
Licence Holder
Dover Financial Advisers Pty Ltd (#307248)
Commenced
Feb. 8, 2013
Ceased
May 7, 2013