Paul Wheeler – Financial Adviser

Adviser identifying number: 1006950
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: DFS FINANCIAL SERVICES (QLD) PTY LTD
Licence number: 325652
Licensee’s ABN: 50103881296
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/04/2015
The date the Financial Adviser ceased the appointment: 01/05/2017
Name of the Authorised Representative: I – GROUP FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 000287477
Authorised Representative’s ABN:

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:

• Advanced Diploma of Financial Planning – Kaplan
• Diploma of Financial Services (Financial Planning) – Kaplan
• Statement of Attainment SMSF – Kaplan

Relevant memberships of professional bodies or industry associations: Tax Practitioners Board

Paul Wheeler is authorised to provide advices on following products: