Paul Michael Birch – Financial Adviser

Adviser identifying number: 244671
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/02/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PACIFIC WEALTH PTY. LTD.
Authorised Representative identifying number: 000472919
Authorised Representative’s ABN: 28160864282

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:

• ASX Accredited Listed Product Adviser Program – Kaplan Professional
• Advanced Diploma of Accounting – TAFE
• Advanced Diploma of Financial Services (Financial Planning) – Tribeca
• Cavendish & ICFS Specialist SMSF Course – The University of Adelaide
• Diploma of Finance and Mortgage Broking Management – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Paul Michael Birch 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