Financial Adviser
· WOLLONGONG, NSW
Paul Harwood
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263943
Paul Harwood is a financial adviser based in Wollongong, New South Wales, with 26 years of experience in the financial services industry. Paul is currently authorised under Oreana 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 Bachelor of Commerce (Economics) from University of Wollongong. Paul 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce (Economics)
University of Wollongong
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
Certificate in Applied Self Managed Super Fund Advice
Tower Trust
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register