Paul Randall Dunn – Financial Adviser

Adviser identifying number: 248926
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: MERIDIAN WEALTH MANAGEMENT PTY. LTD.
Licence number: 446448
Licensee’s ABN: 12110510015
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/10/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIDIAN WEALTH MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 446448
Authorised Representative’s ABN: 12110510015

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:

• Certificate IV Finance & Mortgage Broking – KAPLAN
• Certified Financial Planner – Financial Planning Association
• Diploma Financial Advising – Securities Institute
• Margin Lending & Geared Investments – KAPLAN
• Registered Tax Agent – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute Of Australia

Paul Randall Dunn is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility