PAUL OLIVER


Licensee: E.F.D.B. PTY LIMITED

PAUL OLIVER (Adviser# 001001127) 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 July 3, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL OLIVER
Adviser Number 001001127
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000311720
E.F.D.B. PTY LIMITED
Licence ABN 64112871922
Adviser Start Date 2017-07-03
Appointing Representative Name E.F.D.B. PTY LIMITED
Appointing Representative Number 000311720
Appointing Representative ABN 64112871922
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PAUL OLIVER
  • ·
  • 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
Bachelor of Business University of Western Sydney
Dip.FS Financial Services Institute of Australia
Self Managed Super Fund Course Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000311720 E.F.D.B. PTY LIMITED 2017-07-03 - E.F.D.B. PTY LIMITED
000413567 FINANCIAL CHOICE PTY LTD 2016-01-19 - 2017-06-09 FINANCIAL CHOICE PTY LTD
000292925 BEST INTEREST ADVICE PTY LTD 2008-03-25 - 2016-01-19 BEST INTEREST ADVICE PTY LTD
000238256 MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED
2006-10-09 - 2008-05-20

Licensee Information

Licence Name E.F.D.B. PTY LIMITED
Licence Number 000311720
Licence ABN 64112871922

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ELISE MAREE HAMILL E.f.d.b. Pty Limited Current 2016-07-18
DIANNA PECHERCZYK E.f.d.b. Pty Limited Current 2014-11-25
BENJAMIN PETERS E.f.d.b. Pty Limited Current 2007-05-22
MICHELLE PETERS E.f.d.b. Pty Limited Current 2007-05-22

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ELISE MAREE HAMILL E.f.d.b. Pty Limited Current 2016-07-18
DIANNA PECHERCZYK E.f.d.b. Pty Limited Current 2014-11-25
BENJAMIN PETERS E.f.d.b. Pty Limited Current 2007-05-22
MICHELLE PETERS E.f.d.b. Pty Limited Current 2007-05-22

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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.