Financial Adviser
· KURRI KURRI, NSW
Paul Atkin
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000283887
Paul Atkin is a financial adviser based in Kurri Kurri, New South Wales, with 21 years of experience in the financial services industry. Paul is currently authorised under Lifespan Financial Planning 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 Financial Planning Association of Australia. Paul is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Certified Financial Planner
Financial Planning Association of Australia
2001
Diploma of Financial Planning
Financial Planning Association (FPA)
2006
Certificate IV in Financial Services (Finance/Mortgage Broking)
Kaplan Education Pty Ltd
2008
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2015
TASA and the TPB Code of Professional Conduct
Kaplan Education Pty Ltd
2018
Graduate Certificate in Financial Planning
Griffith University
2020
Master of Financial Planning
Griffith University
2021
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.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