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
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Disciplinary actions start date against the Financial Adviser:
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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: