Financial Adviser
· PENRITH, NSW
Paul Richard Mulock
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260427
Paul Richard Mulock is a financial adviser based in Penrith, New South Wales, with 32 years of experience in the financial services industry. Paul is currently authorised under Count Financial 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 from University of New South Wales. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor of Commerce
University of New South Wales
1983
Bachelor of Laws
University of New South Wales
2000
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association of Australia (FPA)
2009
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Professional
2010
DPML Margin Lending
Pinnacle Financial Services Academy
Registration History
Advice on superannuation excludes self managed superannuation funds
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register