Financial Adviser
· SYDNEY, NSW
Paul Gerard Mccarthy
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004116
Paul Gerard Mccarthy is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Paul is currently authorised under Perpetual Trustee Company Limited. Paul holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from University of Newcastle. Paul is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Economics
University of Newcastle
1999
Diploma of Financial Planning
Deakin University / FPA
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional