Financial Adviser · FAIRY MEADOW, NSW

Paul Leonard Wright

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000245336

Paul Leonard Wright is a financial adviser based in Fairy Meadow, New South Wales, with 26 years of experience in the financial services industry. Paul is currently authorised under Innovus Licensee Services Pty Ltd. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPA. Paul is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Governance Institute of Australia and Tax Institute of Australia (TIA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1985
Bachelor of Commerce in Accountancy
University of Wollongong
1986
Chartered Accountant
CAANZ
2003
Certified Financial Planner
FPA
2010
ASX Securities
LPac Online
2010
Margin Lending
Pinnacle
2010
Self Managed Super Fund Course
Pinnacle
2014
Certificate IV in Financial Services (Finance/Mortgage Broking)
AAMC
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Apr 2021 - Present Current
Dec 2003 - Apr 2021 Ceased

Source: ASIC Financial Advisers Register