Financial Adviser
· PARRAMATTA, NSW
Paul David Whitelaw
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246206
Paul David Whitelaw 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 Cobalt Advisers 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 Bachelor of Commerce from University of Wollongong. Paul is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
University of Wollongong
1999
Diploma Financial Planning
Deakin University
2021
FASEA EXAM STANDARD CERTIFICATION
FASEA
Registration History
IPRAXIS PTY LTD
Authorised to provide personal financial product advice to retail clients on MDA Services
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register