Paul Anthony Stone – Financial Adviser

Adviser identifying number: 260843
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: CARNBREA & CO. LTD.
Licence number: 233763
Licensee’s ABN: 33004739655
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD.

The date the Financial Adviser commenced the appointment: 19/02/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CARNBREA & CO. LTD.
Authorised Representative identifying number: 233763
Authorised Representative’s ABN: 33004739655

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:

• Certified Financial Planner – Financial Planning Association of Australia Limited
• Diploma of Financial Advising – Securities Institute of Australia
• Financial Plan Construction & Review (DFP 8) – Financial Planning Association of Australia Limited
• Margin Lending & Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Paul Anthony Stone 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