CAROLYN PAUL (Adviser# 001240508) 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 September 11, 2017.
Register Name | Financial Advisers |
Adviser Name | CAROLYN PAUL |
Adviser Number | 001240508 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2016 |
Financial Service (AFS) Licence |
Licence# 000221557 MAGNITUDE GROUP PTY LTD |
Licence ABN | 54086266202 |
Licence Controlled By | WESTPAC BANKING CORPORATION |
Adviser Start Date | 2017-09-11 |
Appointing Representative Name | FIFE FINANCIAL PLANNING PTY LTD |
Appointing Representative Number | 001241897 |
Appointing Representative ABN | 99610119723 |
Memberships | Financial Planning Association of Australia (FPA) |
Further Restrictions | Excluding Self Managed Superannuation Funds |
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Qualification / Degree | Institute / School |
---|---|
Accredited Aged Care Professional | Aged Care Steps |
Advanced Diploma of Financial Planning | Kaplan Professional Education |
Diploma of Financial Planning | International Institute of Technology |
Margin Lending | Personal Advice - Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2017-09-11 - | FIFE FINANCIAL PLANNING PTY LTD |
000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
2016-07-04 - 2017-01-13 | FFP PTY LIMITED |
000225051 |
INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Further restrictions: Paraplanner under supervision |
2016-03-29 - 2016-07-01 | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
Licence Name | MAGNITUDE GROUP PTY LTD |
Licence Number | 000221557 |
Licence ABN | 54086266202 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ANDRE WOUD | Magnitude Group Pty Ltd | Current | 2018-05-24 |
JASON DEAN LEDDIN | Magnitude Group Pty Ltd | Current | 2018-02-02 |
DANIEL AITKEN | Magnitude Group Pty Ltd | Current | 2017-10-20 |
MEGAN LOUISE PALTOGLOU | Magnitude Group Pty Ltd | Current | 2017-09-13 |
DARREN LEE BRIDGES | Magnitude Group Pty Ltd | Current | 2017-08-11 |
ADAM MUSOLINO | Magnitude Group Pty Ltd | Current | 2017-07-26 |
DUNCAN GILLIES MACGILL | Magnitude Group Pty Ltd | Current | 2017-07-17 |
MATTHEW CARSWELL | Magnitude Group Pty Ltd | Current | 2017-06-16 |
DAVID ALEXANDER BENNETT | Magnitude Group Pty Ltd | Current | 2017-05-24 |
VICKI O'CONNOR | Magnitude Group Pty Ltd | Current | 2017-05-08 |
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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.