Paul Xavior Israel – Financial Adviser
Adviser identifying number: 328571
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: NAVIN ASSET MANAGEMENT PTY LTD
Licence number: 436596
Licensee’s ABN: 13109882831
Licence controlled by: PEAK INVESTMENT HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 07/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NAVIN ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 436596
Authorised Representative’s ABN: 13109882831
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 COMMERCE MAJOR ECONOMICS & BUSINESS LAW – MACQUARIE UNIVERSITY
- CERTIFICATE OF ATTAINMENT MARGIN LENDING & GEARED INVESTMENTS – KAPLAN PROFESSIONAL
- POST GRADUATE DIPLOMA APPLIED FINANCE & INVESTMENT – SECURITIES INSTITUTE AUSTRALIA
- SDIA ACCREDITATION PROGRAM ASIC PS146 – DEAKIN PRIME UNIVERSITY
- STATEMENT OF ATTAINMENT SUPERANNUATION AND SMSF – FINANCIAL EDUCATION PROFESSIONALS
Relevant memberships of professional bodies or industry associations:
Paul Xavior Israel is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services