Paul Anthony Booth – Financial Adviser
Adviser identifying number: 416954
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/02/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HC PARTNERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 257931
Authorised Representative’s ABN: 98003528149
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 – University of Technology, Sydney
- Chartered Accountant – Institute of Chartered Accountants
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- SMSF Specialist Advisor – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- SMSF Association
Paul Anthony Booth 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
- Managed Investment Schemes / Own Managed Investment Scheme Only
- Retirement Savings Account Products
- Securities
- Superannuation