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:

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