Financial Adviser
· SYDNEY, NSW
Paul Leslie Sean Barrett
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306277
Paul Leslie Sean Barrett is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Paul is currently authorised under Fortitude Private Wealth 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 Business from UTS Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Business
UTS Sydney
2022
Graduate Diploma in Financial Planning
Western Sydney University
Registration History
Source: ASIC Financial Advisers Register