Financial Adviser
· PYMBLE, NSW
Paul Sooryeo Khamlu
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003100
Paul Sooryeo Khamlu is a financial adviser based in Pymble, New South Wales, with 23 years of experience in the financial services industry. Paul is currently authorised under Adviser Services Hub 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 5 unit CFP Certification Program 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Business (Human Resource Management)
Charles Sturt University
2004
Advanced Diploma of Financial Services (Financial Planning) FNB60402
Tribeca Learning (Aust) Pty Ltd
2006
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2011
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register