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