HomeFinancial AdvisersPaul Montani – Financial Adviser

Paul Montani – Financial Adviser

Adviser identifying number: 242217
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 04/03/2005
The date the Financial Adviser ceased the appointment: 04/07/2016
Name of the Authorised Representative: SECURITOR FINANCIAL GROUP LTD
Authorised Representative identifying number: 000240687
Authorised Representative’s ABN: 48009189495

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • Bachelor of Business – Edith Cowan University
  • Certified Financial Planner – Financial Planning Association of Australia
  • Chartered Accountant Program – Institute of Chartered Accountants Australia

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)
  • National Tax and Accountant’s Association Ltd
  • Taxation Institute of Australia

Paul Montani is authorised to provide advices on following products:

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