Darryl Keith Paul – Financial Adviser
Adviser identifying number: 1006253
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: MONEYWISE FINANCIAL PLANNING PTY. LTD.
Licence number: 344099
Licensee’s ABN: 79119543592
Licence controlled by:
The date the Financial Adviser commenced the appointment: 24/08/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MONEYWISE FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 344099
Authorised Representative’s ABN: 79119543592
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 Business – UTS
- CPA – ASCPA
- Diploma of Financial Planning – PS146
- Diploma of Securities & Investment – FINSIA
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations: SMSF Association
Darryl Keith Paul 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