Financial Adviser
· WARNERS BAY, NSW
Paul Wheeler
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006950
Paul Wheeler is a financial adviser based in Warners Bay, New South Wales, with 15 years of experience in the financial services industry. Paul is currently authorised under Alliance 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 Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Statement of Attainment SMSF
Kaplan
2015
Advanced Diploma of Financial Planning
Kaplan
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register