Paul Schofield – Financial Adviser

Adviser identifying number: 246142
Status: Current
Adviser’s ABN: 98977394202
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED

The date the Financial Adviser commenced the appointment: 03/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 000234459
Authorised Representative’s ABN: 26098725145

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:

• Certified Financial Planner – FPA
• Diploma of Financial Planning – Deakin University/FPA
• PS 146 Knowledge Assessment – Tribeca (now Kaplan)

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

Paul Schofield is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation