Financial Adviser
· PARRAMATTA, NSW
Paul Andrew Rattray
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231555
Paul Andrew Rattray is a financial adviser based in Parramatta, New South Wales, with 23 years of experience in the financial services industry. Paul is currently authorised under Gps Wealth 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 Master of Professional Accounting from Southern Cross University. Paul is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).
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
2005
Master of Professional Accounting
Southern Cross University
2012
Certified Practicing Accountant (CPA)
CPA Australia
2016
Certificate IV in Finance and Mortgage Broking
AAMC Training Group
2016
Diploma of Financial Planning
AAMC Training Group
2016
Margin Lending
AAMC Training Group
2018
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education