Paul Alexander White – Financial Adviser

Adviser identifying number: 336730
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: LIBERTAS FINANCIAL PLANNING PTY LTD
Licence number: 429718
Licensee’s ABN: 27160419134
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIBERTAS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 429718
Authorised Representative’s ABN: 27160419134

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:

• ASX ADA Level 2 Derivatives – Kaplan
• Diploma of Business (Banking and Finance) – Gold Coast Institute of TAFE
• Diploma of Financial Markets – FINSIA
• Diploma of Financial Planning – Kaplan
• Tax for Financial Advising – Kaplan

Relevant memberships of professional bodies or industry associations:

Paul Alexander White is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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