Financial Adviser · SYDNEY, NSW

Paul Stefan Mann

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000276270

Paul Stefan Mann is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Paul is currently authorised under Amalgamated Financial Services 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 Foundation Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Paul is a member of FChFP - Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).

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

2002
Foundation Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2015
Certificate IV in Finance and Mortgage Broking
Finance & Related Services Training Academy (FARSTA)
2020
Financial Advisers Exam
ACER

Registration History

Jan 2019 - Present Current
Nov 2017 - Jan 2019 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Sep 2007 - May 2017 Ceased

Source: ASIC Financial Advisers Register