Paul Rattray Financial Planner Report

Name:
Paul Andrew Rattray

Rep Number:
000231555

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-06-27 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Atb Wealth Pty Ltd

Licence Number:
000456575

ABN:
95 168 968 778

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
AAMC Training Group
Advice in Securities & Derivatives
University of Newcastle
Bachelor of Commerce
AAMC Training Group
Diploma of Financial Planning
Southern Cross University
Master of Accounting
Terra Cordis
RG146

Memberships
CPA Australia (CPA)