Paul John Edgar – Financial Adviser

Adviser identifying number: 1005802
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: MONEY GUIDANCE PTY. LTD.
Licence number: 241407
Licensee’s ABN: 47006524947
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FISCAL INTERFACE PTY. LIMITED
Authorised Representative identifying number: 260576
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:

• Cerificate of Qualification – Independent centre of Investment and Financial Planning
• Certificate in Accountancy – Swinburn College of Technology
• Diplomer of Financial Planning – FPA
• Graduate Diplomer in Public Accounting – Phillip Institute of Technology
• Public Practice Cerificate – Australian Society of Accountants

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Paul John Edgar 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