Paul Davis Financial Planner Report

Name:
Paul Anthony Davis

Rep Number:
000273636

Status:
Current

First Advice:
1993

Disciplinary action:
No action

Most Recent Role:
2006-10-06 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
Mentor education
Advanced Diploma of Financial Planning
Australian and New Zealand Institute of Insurance and Finance
Associate CIP
Deakin University
Diploma Financial Planning (Financial Planning, Risk Management and Insurance, Estate Planning)
Integratec
Statement of Attainment (Superannuation & Retirement Planning, Investment Planning)

Memberships
Association of Financial Advisers (AFA)