Paul Oesterheld Financial Planner Report

Name:
Paul Kurt Oesterheld

Rep Number:
001003240

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2010-11-25 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Technology Sydney
Bachelor of Business
Deakin University
Diploma of Financial Planning
Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd)
Self Managed Superannuation Fund (SMSF 1: Core Principles)

Memberships
Financial Planning Association of Australia (FPA)