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  3. Paul Anthony Furlong

Paul Anthony Furlong

Name
Paul Anthony Furlong
ID
1002042
ABN
–
First Provided Advice
1999

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1990 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University
  • 2021 - Financial Adviser Exam - Other - ASIC

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Tax Practitioners Board

Licencee

Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Dec. 20, 2021
Ceased
May 10, 2022
Status
Ceased
Licence Holder
Financial Index Australia Pty Ltd (#240559)
Commenced
Sept. 1, 2022
Ceased
June 28, 2024
Status
Ceased
Licence Holder
Findex Advice Services Pty Ltd (#243253)
Commenced
Sept. 1, 2022
Ceased
June 28, 2024
Status
Ceased
Licence Holder
Godfrey Pembroke Group Pty Ltd (#245451)
Commenced
Jan. 22, 2019
Ceased
March 16, 2020
Status
Ceased
Licence Holder
Infinity Capital Solutions Pty Ltd (#515762)
Commenced
Jan. 20, 2021
Ceased
Nov. 22, 2021
Status
Current
Licence Holder
Grampians Investment Services Pty ltd (#482800)
Commenced
Aug. 14, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Lachlan Wealth Management Pty Ltd (#289986)
Commenced
Nov. 24, 2008
Ceased
May 31, 2011
Status
Ceased
Licence Holder
Police Financial Services Limited (#240293)
Commenced
Sept. 10, 2018
Ceased
Jan. 11, 2019
Status
Ceased
Licence Holder
Victoria Teachers Limited (#240960)
Commenced
Sept. 5, 2011
Ceased
March 9, 2018