Paul Catalini

Name
Paul Catalini
ID
432601
ABN
26739623869
First Provided Advice
2013

Qualifications

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

  • 2002 - Master of Finance - - Curtin University
  • 2012 - Advanced Diploma Of Financial Services (Financial Planning) - - Kaplan Professional Education
  • 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Finchoice Pty Ltd (#422854)
Commenced
June 14, 2019
Ceased
June 29, 2021
Status
Current
Licence Holder
Insight Investment Services Pty ltd (#309996)
Commenced
Jan. 4, 2023

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
Finchoice Pty Ltd (#422854)
Commenced
Nov. 26, 2018
Ceased
April 5, 2019
Status
Ceased
Licence Holder
Guardianfp Pty Limited (#237641)
Commenced
May 31, 2013
Ceased
Feb. 18, 2015
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
Sept. 14, 2015
Ceased
Sept. 14, 2015
Status
Ceased
Licence Holder
Securitor Financial Group Pty Limited (#240687)
Commenced
Sept. 14, 2015
Ceased
Sept. 15, 2017
Status
Ceased
Licence Holder
Sfs Licence Pty Ltd (#489820)
Commenced
Sept. 18, 2017
Ceased
June 15, 2018
Status
Ceased
Licence Holder
Wealth Today Pty Ltd (#340289)
Commenced
Dec. 20, 2012
Ceased
May 24, 2013