Financial Adviser · MANLY, NSW

Paul Gorman

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000247614

Paul Gorman is a financial adviser based in Manly, New South Wales, with 25 years of experience in the financial services industry. Paul is currently authorised under Hillross Financial Services 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 Commerce (Finance and Marketing) 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 Margin Lending

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

1998

Certificate of Superannuation Management

Association of Superannuation Funds of Australia Ltd (ASFA)

2002

Bachelor of Commerce (Finance and Marketing)

University of New England

2005

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Hillross Financial Services 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