Data sourced from ASIC Financial Advisers Register
Financial Adviser · YOUNG, NSW

Paul Anthony Reilly

19 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000309689

Paul Anthony Reilly is a financial adviser based in Young, New South Wales, with 19 years of experience in the financial services industry. Paul is currently authorised under Akumin Financial Planning Pty Limited. 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 Diploma of Financial Services (Financial Planning) from AMP Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
AMP Limited
2007
Certificate IV Financial Services (Finance/Mortgage Broking)
Traineeship Management Australia (TMA)
2014
SMSF Course
University of Adelaide
2021
MAI728 Financial Behaviour and Decision Making (INTENSIVE)
Behavioural Finance - Deakin University
2022
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Akumin Financial Planning Pty Limited
Jan 2007 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register