Paul Wright Financial Planner Report

Name:
Paul Leonard Wright

Rep Number:
000245336

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Wollongong, , NSW, 0

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
LPac Online
ASX Securities
AAMC
Certificate IV in Financial Services (Finance/Mortgage Broking)
FPA
Certified Financial Planner
Pinnacle
Margin Lending
Pinnacle
Self Managed Super Fund Course

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Governance Institute of Australia
Tax Institute of Australia (TIA)