Frank Paul – Financial Adviser

Adviser identifying number: 342513
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: SPRING FG WEALTH PTY LTD
Licence number: 391655
Licensee’s ABN: 23146936763
Licence controlled by: SPRING FG LIMITED

The date the Financial Adviser commenced the appointment: 01/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPRING FG WEALTH PTY LTD
Authorised Representative identifying number: 391655
Authorised Representative’s ABN: 23146936763

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:

  • Diploma of Financial Planning – Deakin University
  • MComm (Financial Planning) – University of Western Sydney
  • SMSF Specialist Adviser Accreditation Programme – SMSF Asscociation

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • SMSF Association

Frank Paul 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