Paul Carey Bates Jones – Financial Adviser

Adviser identifying number: 224130
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Licence number: 222828
Licensee’s ABN: 42007155099
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/04/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 222828
Authorised Representative’s ABN: 42007155099

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 Science – University of Melbourne
• Certified Financial Planner – Financial Planning Association
• Graduate Diploma of Financial Planning – Securities Institute
• Master of Business Administration – Royal Melbourne Institute of Technology [RMIT]

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Tax Practitioner Board

Paul Carey Bates Jones 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