Financial Adviser
· SYDNEY, NSW
Paul L Feeney
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267471
Paul L Feeney is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Paul is currently authorised under Otivo 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 Graduate Diploma of Applied Finance and Investment from FINSIA. Paul is a member of Tax Practitioners Board.
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
2004
Diploma of Financial Advising
Securities Institute
2007
Graduate Diploma of Applied Finance and Investment
FINSIA
2018
DFP5v3 Tax for Financial Advising
Kaplan Professional
2018
TASACLv2 Commercial Law
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional