Paul Begley Financial Planner Report

Name:
Paul David Begley

Rep Number:
000229838

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Licensee
Name:

Number:
000227870

ABN:
54 085 130 187

Controlled By:

Appointed By
Name:
Redwood Wealth Alliance Pty Ltd

Licence Number:
000227870

ABN:
54 085 130 187

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Institute of Chartered Accountants
Associate Chartered Accountant
Curtin University of Technology
Bachelor of Commerce in Accounting & Business Law
Tax Institute of Australia
Chartered Tax Adviser
Financial Services Institute of Australasia
Graduate Diploma in Financial Planning
Self Managed Superannuation Fund Association
SMSF Specialist Advisor

Memberships
Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants Australia
SMSF Association
Tax Institute of Australia