Paschal Alexander Leahy – Financial Adviser
Adviser identifying number: 344637
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: SHARTRU WEALTH MANAGEMENT PTY LTD
Licence number: 422409
Licensee’s ABN: 46158536871
Licence controlled by:
The date the Financial Adviser commenced the appointment: 04/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHARTRU WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 422409
Authorised Representative’s ABN: 46158536871
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:
- Diploma Financial Services – Mentor
- Margin Lending – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Paschal Alexander Leahy is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- 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