Paul Wright

Ownership Structure

Company

Innovus Advice Solutions

Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee

Professional Investment Services Pty Ltd

Licensee owned by

CENTREPOINT WEALTH PTY LTD

My Qualifications

Certified Financial Planner (CFP) (2014)

Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma

Institution: Financial Planning Association (FPA)

Certificate IV in Financial Services (Finance and Mortgage Broking) (2014)

Level of Qualification: Level 4 - Certificate IV

Institution: AAMC Training Group

Margin Lending (2010)

Level of Qualification: Training / Exam / Other

Institution: Pinnacle Financial Services Academy

Self Managed Superannuation Funds (SMSF) (2010)

Level of Qualification: Training / Exam / Other

Institution: Pinnacle Financial Services Academy

Australian Securities Exchange Securities (2010)

Level of Qualification: Training / Exam / Other

Institution: LPAC Online

My Memberships

Taxation Institute of Australia (TIA)

Level of Membership:

Associate

Financial Planning Association (FPA)

Level of Membership:

AFP

Certified Practising Accountants Australia (CPA)

Level of Membership:

Associate

Governance Institute of Australia

Level of Membership:

Member

My Fees

Personal Advice

N/A

Ongoing Advice

N/A

Details

N/A

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