PAUL HARBOUR (Adviser# 000405565) 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 November 17, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PAUL HARBOUR |
| Adviser Number | 000405565 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000482657 CPA AUSTRALIA ADVICE PTY LTD |
| Licence Controlled By | CPA AUSTRALIA LTD |
| Adviser Start Date | 2016-11-17 |
| Appointing Representative Name | CPA AUSTRALIA ADVICE PTY LTD |
| Appointing Representative Number | 000482657 |
| Memberships |
CFP - Certified Financial Planner (FPA) CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advising in SMSFs | CPA Australia |
| Bachelor of Business (Accounting) | Chisholm Institute of Technology |
| CPA | CPA Australia |
| DFP 8 | Financial Planning Association |
| Registered Tax Agent | Tax Practitioners Board |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000482657 |
CPA AUSTRALIA ADVICE PTY LTD
Licence controlled by: CPA AUSTRALIA LTD |
2016-11-17 - | CPA AUSTRALIA ADVICE PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2011-06-01 - 2016-10-06 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000247106 | XANTIAS FINANCIAL MANAGEMENT PTY LTD | 2010-01-01 - 2011-06-01 |
| Licence Name | CPA AUSTRALIA ADVICE PTY LTD |
| Licence Number | 000482657 |
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| 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.