Terry Paris – Financial Adviser

Adviser identifying number: 1002089
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

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: 04/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTEGRATED WEALTH SOLUTIONS (NSW) PTY LTD
Authorised Representative identifying number: 420297
Authorised Representative’s ABN: 65149727828

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 Services – Kaplan
  • Diploma of Financial Services – Traineeship Management Australia
  • Margin Lending Certification – Kaplan
  • SMSF Certification – Kaplan

Relevant memberships of professional bodies or industry associations:

Terry Paris is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility