Paul Finlay Financial Planner Report

Name:
Paul Thomas Finlay

Rep Number:
000233141

Status:
Current

First Advice:
1988

Disciplinary action:
No action

Most Recent Role:
2006-06-06 onwards

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

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
PS146 Training Australia & Mentor Education Pty Ltd
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending
PS146 Training Australia
Securities
Kaplan Professional
Self Managed Superannuation Funds