Paul Matthew Sholl – Financial Adviser

Adviser identifying number: 344581
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 09/02/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APOGEE FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 230689
Authorised Representative’s ABN: 28056426932

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:

• Advanced Diploma – Financial Planning – ThreeSixty
• Bachelor Degree – Commerce – Deakin University
• Diploma – Business Marketing (Associate) – Gordon Institute

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

Paul Matthew Sholl is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Derivatives
• 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