Financial Adviser
· SYDNEY, NSW
Pauline Song
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001999
Pauline Song is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Pauline is currently authorised under Findex Advice Services Pty Ltd. Pauline 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 CFP from Financial Planning Association of Australia. Pauline is a member of 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
2005
Master of Commerce (Accounting & International Business)
The University of Sydney
2008
Diploma of Financial Services (Financial Planning)
Finsia
2012
Graduate Diploma of Financial Planning
Kaplan Professional
2016
CFP
Financial Planning Association of Australia
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional