Paul Simeoni Financial Planner Report

Name:
Paul Simeoni

Rep Number:
000325929

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2011-12-21 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macarthur Institute of Higher Education
Bachelor of Business
RG146 Training Australia
Diploma of Financial Services (Financial Planning)
Kaplan
Generic Knowledge for Financial Services Advisers
Kaplan
Managed Investments
Kaplan
Margin Lending and Geared Investments

Memberships
CPA Australia (CPA)