Paul Carey Bates Jones – Financial Adviser

Adviser identifying number: 224130
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Licence number: 222828
Licensee’s ABN: 42007155099
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/04/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 222828
Authorised Representative’s ABN: 42007155099

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

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Relevant qualifications and training:

Bachelor of Science – University of Melbourne
Certified Financial Planner – Financial Planning Association
Graduate Diploma of Financial Planning – Securities Institute
Master of Business Administration – Royal Melbourne Institute of Technology [RMIT]

Relevant memberships of professional bodies or industry associations:

Financial Planning Association of Australia (FPA)
Tax Practitioner Board

Paul Carey Bates Jones is authorised to provide advices on following products:

Deposit and Payment Products / Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Products / Investment Life Insurance Products
Life Products / Life Risk Insurance Products
Managed Investment Schemes / Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation
Margin Lending Facility / Standard Margin Lending Facility