Financial Adviser
· SYDNEY, NSW
Paul Anthony Cupic
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262484
Paul Anthony Cupic is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Paul is currently authorised under Bentleys Financial Services Nsw 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 Deakin University. 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
2016
Bachelor of Commerce
Deakin University
2018
Specialist SMSF course
Super Concepts & International Centre for Financial Services
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2023
FPC006 Taxation for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Margin Lending
EVERMORE MONEY MANAGEMENT PTY LTD
unable to deal in derivatives
Source: ASIC Financial Advisers Register