Paul White Financial Planner Report

Name:
Paul Alexander White

Rep Number:
000336730

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2016-01-01 onwards

Licensee
Name:

Number:
000429718

ABN:
27 160 419 134

Appointed By
Name:
Libertas Financial Planning Pty Ltd

Licence Number:
000429718

ABN:
27 160 419 134

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

Qualifications
Kaplan
ASX ADA Level 2 Derivatives
Gold Coast Institute of TAFE
Diploma of Business (Banking and Finance)
FINSIA
Diploma of Financial Markets
Kaplan
Diploma of Financial Planning
Kaplan
Tax for Financial Advising