Paul Latta Financial Planner Report

Name:
Paul Edward Latta

Rep Number:
000232012

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2009-11-19 onwards

Location:
Ballina, North Coast, NSW, 2478

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Quantum Wealth Solutions Pty Ltd

Licence Number:
000340225

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

Qualifications
Southern Cross University
Bachelor of Business
Count Wealth Accountants
Generic Financial Planning
Kaplan
Securities