Paul Xavior Israel – Financial Adviser

Adviser identifying number: 328571
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: NAVIN ASSET MANAGEMENT PTY LTD
Licence number: 436596
Licensee’s ABN: 13109882831
Licence controlled by: PEAK INVESTMENT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 07/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NAVIN ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 436596
Authorised Representative’s ABN: 13109882831

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:

Relevant qualifications and training:

• BACHELOR OF COMMERCE MAJOR ECONOMICS & BUSINESS LAW – MACQUARIE UNIVERSITY
• CERTIFICATE OF ATTAINMENT MARGIN LENDING & GEARED INVESTMENTS – KAPLAN PROFESSIONAL
• POST GRADUATE DIPLOMA APPLIED FINANCE & INVESTMENT – SECURITIES INSTITUTE AUSTRALIA
• SDIA ACCREDITATION PROGRAM ASIC PS146 – DEAKIN PRIME UNIVERSITY
• STATEMENT OF ATTAINMENT SUPERANNUATION AND SMSF – FINANCIAL EDUCATION PROFESSIONALS

Relevant memberships of professional bodies or industry associations:

Paul Xavior Israel is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services