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