Financial Adviser · PARRAMATTA, NSW

Paul Ivachoff

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004187

Paul Ivachoff is a financial adviser based in Parramatta, New South Wales, with 17 years of experience in the financial services industry. Paul is currently authorised under Bridges Financial Services Pty 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 Certified Financial Planner from Financial Planning Association of Australia Limited. 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Business (Management)
University of Western Sydney
2008
Diploma of Financial Services (Financial Planning) FNS50804
Mentor Education Group
2010
Advanced Diploma of Financial Services (Financial Planning) FNS60404
Mentor Education Group
2013
FNSASICR503A Provide Advice in Margin Lending
Kaplan Professional Education
2019
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2019
Certified Financial Planner
Financial Planning Association of Australia Limited
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
2021
MAA728 Financial Behaviour and Decision Making
Behavioural Finance - Deakin University
2025
MLC714 Financial Advice Regulation
Regulation & Legal Obligations - Deakin University

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Sep 2020 - May 2021 Ceased
Jan 2014 - Aug 2020 Ceased
BRADY & ASSOCIATES PTY. LTD
Jul 2008 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register