Paul Wheeler Financial Planner Report

Name:
Paul Wheeler

Rep Number:
001006950

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2017-06-14 onwards

Location:
Greenhills, , NSW, 2323

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Acumon Financial Services Pty Limited

Licence Number:
001232849

ABN:
96 137 905 116

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Planning
Kaplan
Diploma of Financial Services (Financial Planning)
Kaplan
Statement of Attainment SMSF

Memberships
Tax Practitioners Board