Paul Velardo Financial Planner Report

Name:
Paul Adrian Velardo

Rep Number:
000312946

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2015-03-27 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
Kaplan
Accredited Listed Product Adviser Program
RMIT University
Bachelor of Business (Economics and Finance)
The University of Adelaide
Cavendish & ICFS Specialist Course
FPA
Certified Financial Planner

Memberships
Financial Planning Association of Australia (FPA)