Paul Schofield Financial Planner Report

Name:
Paul Schofield

Rep Number:
000246142

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-07-03 onwards

ABN:
98 977 394 202

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
FPA
Certified Financial Planner
Deakin University/FPA
Diploma of Financial Planning
Tribeca (now Kaplan)
PS 146 Knowledge Assessment

Memberships
Financial Planning Association of Australia (FPA)