HomeFinancial AdvisersLucy Elizabeth Charlotte Weller – Financial Adviser

Lucy Elizabeth Charlotte Weller – Financial Adviser

Adviser identifying number: 1007874
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: PARADIGM WEALTH MANAGEMENT PTY LTD
Licence number: 297465
Licensee’s ABN: 97101700949
Licence controlled by: PATRICK NALTY

The date the Financial Adviser commenced the appointment: 07/07/2014
The date the Financial Adviser ceased the appointment: 02/03/2015
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

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Relevant qualifications and training:

  • Bachelor of Business (Banking and Finance) – Monash University
  • Cavendish & ICFS Specialist SMSF Course – University of Adelaide
  • Graduate Diploma of Applied Finance – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

Lucy Elizabeth Charlotte Weller is authorised to provide advices on following products:

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