Paul Geoffrey Mercer – Financial Adviser

Adviser identifying number: 255811
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 01/08/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
Authorised Representative’s ABN: 23065921735

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:

• Certificate IV in Financial Services (Finance/Mortgage Broking – The National Finance Institute
• Certified Financial Planner Education Program – Deakin University
• Diploma of Financial Planning – Deakin University
• Diploma of Superannuation Management – Macquarie University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Paul Geoffrey Mercer 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• FHSA Issued non ADI