Paul David Begley – Financial Adviser
Adviser identifying number: 229838
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994
Name of the licence holder: REDWOOD WEALTH ALLIANCE PTY LTD
Licence number: 227870
Licensee’s ABN: 54085130187
Licence controlled by: COTT INVEST PTY LTD
The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: REDWOOD WEALTH ALLIANCE PTY LTD
Authorised Representative identifying number: 227870
Authorised Representative’s ABN: 54085130187
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:
- Associate Chartered Accountant – Institute of Chartered Accountants
- Bachelor of Commerce in Accounting & Business Law – Curtin University of Technology
- Chartered Tax Adviser – Tax Institute of Australia
- Graduate Diploma in Financial Planning – Financial Services Institute of Australasia
- SMSF Specialist Advisor – Self Managed Superannuation Fund Association
Relevant memberships of professional bodies or industry associations:
- Australian Institute of Company Directors
- Financial Planning Association of Australia (FPA)
- Institute of Chartered Accountants Australia
- SMSF Association
- Tax Institute of Australia
Paul David Begley 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 / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility