Data sourced from ASIC Financial Advisers Register
Financial Adviser · JORDAN SPRINGS, NSW

Paul Morehead

38 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249507

Paul Morehead is a financial adviser based in Jordan Springs, New South Wales, with 38 years of experience in the financial services industry. Paul is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Financial Administration from University of New England.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1989
Bachelor of Financial Administration
University of New England
1995
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2016
Certificate IV in Finance and Mortgage Broking
The National Finance Institute
2017
Diploma of Finance and Mortgage Broking Management
The National Finance Institute

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register