Financial Adviser
· SYDNEY, NSW
Paul Robert Bourgeois
No disciplinary history on record with ASIC
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000508
Paul Robert Bourgeois is a financial adviser based in Sydney, New South Wales, with 41 years of experience in the financial services industry. Paul is currently authorised under Newell Palmer Securities 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 Economics from University of New England. Paul is a member of FINSIA, Financial Advice Association of Australia (FAAA) and Tax Practioners 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
1978
Bachelor of Economics
University of New England
1987
Graduate Diploma in Applied Finance and Investments
Securities Institute of Australia