Financial Adviser · ST LEONARDS, NSW

Paul Michael Birch

ST LEONARDS, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000244671
Licensee
Sydney, NSW (licence address on ASIC register)

About Paul Michael Birch

Paul Michael Birch is a financial adviser based in St Leonards, New South Wales, with 27 years of experience in the financial services industry since 1999. Paul is currently authorised under Akumin Financial Planning. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Advanced Diploma of Accounting from TAFE. Paul is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999
Advanced Diploma of Accounting
TAFE
2004
SMSF Course
Tribeca
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2008
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2013
SMSF Specialist Advisor Program
University of Adelaide
2026
SMSF Specialist Advisor Program
SMSF Association

Registration History

Oct 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Apr 2026 - Aug 2026 Ceased
Feb 2025 - Feb 2026 Ceased
Jul 2021 - Jan 2025 Ceased
Feb 2015 - Jun 2021 Ceased
Feb 2013 - Feb 2015 Ceased
Dec 2003 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register