Paul David Whitelaw – Financial Adviser
Adviser identifying number: 246206
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: BLUE CHIP SUPER PTY LTD
Licence number: 453296
Licensee’s ABN: 23108645110
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLUE CHIP SUPER PTY LTD
Authorised Representative identifying number: 000453296
Authorised Representative’s ABN: 23108645110
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:
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Relevant qualifications and training:
- Bachelor of Commerce – University of Wollongong
- Diploma Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Paul David Whitelaw 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