Financial Adviser
· SYDNEY, NSW
Paul Michael Birch
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244671
Paul Michael Birch 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 Fitzpatricks 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 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
Authorised to provide tax financial advice services
Qualifications and Training
1999
Advanced Diploma of Accounting
TAFE
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2008
ASX Accredited Listed Product Adviser Program
Kaplan Professional
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2013
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide