Paul Fox Financial Planner Report

Name:
Paul Laurence Fox

Rep Number:
000247392

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2010-07-01 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000345313

Appointed By
Name:
Bongiorno Wealth Management Pty Ltd

Licence Number:
000345313

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
University of Tasmania
Bachelor of Commerce
Kaplan Professional Education
Certificate IV in Finance & Mortgage Broking
FPA
Certified Financial Planner
Deakin University
Diploma of Financial Planning
University of Melbourne
Master of Taxation

Memberships
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)
The Tax Institute