Paul Montani – Financial Adviser

Adviser identifying number: 242217
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: SMSF ADVISERS NETWORK PTY LTD
Licence number: 430062
Licensee’s ABN: 64155907681
Licence controlled by: NATIONAL TAX & ACCOUNTANTS’ ASSOCIATION LIMITED

The date the Financial Adviser commenced the appointment: 20/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVISERS NETWORK PTY LTD
Authorised Representative identifying number: 430062
Authorised Representative’s ABN: 64155907681

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:

• Bachelor of Business – Edith Cowan University
• Certified Financial Planner – Financial Planning Association of Australia
• Chartered Accountant Program – Institute of Chartered Accountants Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• National Tax and Accountant’s Association Ltd
• Taxation Institute of Australia

Paul Montani is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation