Paul Englefield Financial Planner Report

Name:
Paul Francis Englefield

Rep Number:
000245922

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2016-05-24 onwards

ABN:
46 608 790 902

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

May advise on following product areas:
Non-basic Deposit Products
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
La Trobe University
Bachelor of Business (Accounting)
International Institute of Technology
Diploma of Financial Planning
The University of New South Wales
Master of Taxation

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)