PAUL JOSEPH MANKA

Licensee: THE WEALTH PARTNERSHIP PTY LTD

PAUL JOSEPH MANKA (Adviser# 000238239) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL JOSEPH MANKA
Adviser Number 000238239
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1985
Financial Service (AFS) Licence Licence# 000303000
THE WEALTH PARTNERSHIP PTY LTD
Licence ABN 67119153043
Licence Controlled By RAMSHEAD INVESTORS PTY LTD
Adviser Start Date 2016-03-01
Appointing Representative Name THE WEALTH PARTNERSHIP PTY LTD
Appointing Representative Number 000303000
Appointing Representative ABN 67119153043
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PAUL JOSEPH MANKA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products Accreditation Course ASX
Certificate in Financial Markets Securities Institute of Australia
Certified Financial Planner Financial Planning Association
Graduate Diploma in Applied Finance & Investment Securities Institute of Australia
Margin Lending and Geared Investments Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000303000 THE WEALTH PARTNERSHIP PTY LTD
Licence controlled by: RAMSHEAD INVESTORS PTY LTD
2016-03-01 - THE WEALTH PARTNERSHIP PTY LTD
000246934 LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2012-06-30 - 2016-02-29 RAMSHEAD CAPITAL PTY LIMITED
000232406 AVENUE CAPITAL MANAGEMENT PTY LTD 2003-10-01 - 2012-06-30

Licensee Information

Licence Name THE WEALTH PARTNERSHIP PTY LTD
Licence Number 000303000
Licence ABN 67119153043

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID MCDONALD The Wealth Partnership Pty Ltd Current 2018-04-23
MALCOLM JONES The Wealth Partnership Pty Ltd Current 2017-06-09
ANTHONY JOHN RUMBLE The Wealth Partnership Pty Ltd Current 2016-02-04
DONALD KENNETH SHEA The Wealth Partnership Pty Ltd Ceased 2006-10-05

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID MCDONALD The Wealth Partnership Pty Ltd Current 2018-04-23
MALCOLM JONES The Wealth Partnership Pty Ltd Current 2017-06-09
ANTHONY JOHN RUMBLE The Wealth Partnership Pty Ltd Current 2016-02-04
DONALD KENNETH SHEA The Wealth Partnership Pty Ltd Ceased 2006-10-05

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.