Paul Nagle Financial Planner Report

Name:
Paul William Nagle

Rep Number:
000290286

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2011-01-15 onwards

Licensee
Name:

Number:
000382714

ABN:
98 146 233 534

Controlled By:

Appointed By
Name:
Alder And Partners Pty Ltd

Licence Number:
000382714

ABN:
98 146 233 534

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Curtin University
Bachelor of Business
Financial Planning Association of Australia
CFP Certification Program
Financial Planning Association of Australia / Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)