Paul Barrie Cluff is a financial adviser based in Kingscliff, New South Wales, with 16 years of experience in the financial services industry. Paul is currently authorised under Spark Advisors Australia 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 Graduate Diploma of Financial Planning from Kaplan Professional. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide SMSF Advice.
Authorised to provide tax financial advice services
Registration History
Nov 2024 - Present
Current
Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List. Not authorised to provide SMSF Advice.
Jul 2022 - Oct 2024
Ceased
excludes Self Managed Superannuation Funds advice
Sep 2020 - Jul 2022
Ceased
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Feb 2020 - Sep 2020
Ceased
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Jun 2019 - Feb 2020
Ceased
Nov 2016 - Jun 2019
Ceased
Authorisations: Deposit and payment products limited to: - Basic Deposit Products; - Deposit Products other than basic Deposit Products Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products;
Source: ASIC Financial Advisers Register