Paul Edward Latta – Financial Adviser

Adviser identifying number: 232012
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 19/11/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QUANTUM WEALTH SOLUTIONS PTY LTD
Authorised Representative identifying number: 340225
Authorised Representative’s ABN:

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 Business – Southern Cross University
• Generic Financial Planning – Count Wealth Accountants
• Securities – Kaplan

Relevant memberships of professional bodies or industry associations:

Paul Edward Latta is authorised to provide advices on following 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