PAUL MOLONEY

Licensee: ULTON WEALTH SERVICES PTY LTD

PAUL MOLONEY (Adviser# 001003860) 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 8, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL MOLONEY
Adviser Number 001003860
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000497721
ULTON WEALTH SERVICES PTY LTD
Adviser Start Date 2018-03-08
Appointing Representative Name ULTON WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000460875
Appointing Representative ABN 73168815450
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PAUL MOLONEY
  • ·
  • 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 Northern Territory University
Graduate Diploma of Financial Planning Kaplan (formerly Securities Institute Australia)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000497721 ULTON WEALTH SERVICES PTY LTD 2018-03-08 - ULTON WEALTH MANAGEMENT PTY LTD
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
2010-02-22 - 2018-02-01 COMMONWEALTH FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name ULTON WEALTH SERVICES PTY LTD
Licence Number 000497721

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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.