Paul Joseph Manka – Financial Adviser

Adviser identifying number: 238239
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: THE WEALTH PARTNERSHIP PTY LTD
Licence number: 303000
Licensee’s ABN: 67119153043
Licence controlled by: RAMSHEAD INVESTORS PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE WEALTH PARTNERSHIP PTY LTD
Authorised Representative identifying number: 303000
Authorised Representative’s ABN: 67119153043

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:

  • ASX Listed Products Accreditation Course – ASX
  • Certificate in Financial Markets – Securities Institute of Australia
  • Certified Financial Planner – Financial Planning Association
  • Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia
  • Margin Lending and Geared Investments – Kaplan Professional Education

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

Paul Joseph Manka 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