Paul Montani – Financial Adviser

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

Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 04/03/2005
The date the Financial Adviser ceased the appointment: 04/07/2016
Name of the Authorised Representative: SECURITOR FINANCIAL GROUP LTD
Authorised Representative identifying number: 000240687
Authorised Representative’s ABN: 48009189495

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: