Paul Mercer Financial Planner Report

Name:
Paul Geoffrey Mercer

Rep Number:
000255811

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2012-08-01 onwards

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

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

Qualifications
The National Finance Institute
Certificate IV in Financial Services (Finance/Mortgage Broking
Deakin University
Certified Financial Planner Education Program
Deakin University
Diploma of Financial Planning
Macquarie University
Diploma of Superannuation Management

Memberships
Financial Planning Association of Australia (FPA)