Authorised Representatives

The Authorised Representative entity is Port Phillip Financial Services Pty Ltd, Authorised Representative Number 253775.

Business Address: Level 1 73 Canadian Bay Rd, Mount Eliza VIC 3930
Postal Address: PO Box 121, Mount Eliza VIC 3930
Telephone: (03) 8790 7700
Facsimile: (03) 8790 7701

And the individual advisers appointed by this firm to provide the service are:

  • Angela Pollard – Authorised Representative No. 255380

Angela has the following experience, qualifications and memberships:

    • Since 1985, Angela has been employed with the Port Phillip Group.
    • Bacholer of Commerce, MBA, CPA, AFA
    • Diploma of Financial Services (Financial Planning)
    • Member of the CPA Australia
    • SMSF Specialist Adviser
    • Member of the Association of Financial Advisers
  • Don McDonald – Authorised Representative No. 327995

Don has the following experience, qualifications and memberships:

    • Since March 2006, Don has been employed with Port Phillip Group.
    • Master of Practicing Accounting (Monash)
    • Graduate Diploma of Accounting (Monash)
    • Diploma of Financial Services (Financial Planning)
    • Member of CPA Australia
    • Member of the Association of Financial Advisers.

The Authorised Representative entity is Growth Accountants & Advisors, Authorised Representative Number 289752.

growth

Business Address: 330 Nepean Highway, Frankston VIC 3199
Telephone: (03) 9783 3111
Facsimile: (03) 9781 0709

And the individual adviser appointed by this firm to provide the service is:

  • Louise Morris – Authorised Representative No. 245080

Louise has the following experience, qualifications and memberships:

    • Chartered Accountant
    • Bachelor of Business – Accounting
    • Member of the Financial Planning Association
    • Member of the Self Managed Superannuation Fund Professionals Assoc.
    • SMSF Specialist Adviser