Financial Adviser · WINNELLIE, NT

Paul Ter Bogt

20 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000298957

Paul Ter Bogt is a financial adviser based in Winnellie, Northern Territory, with 20 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 Diploma of Financial Advising (8 units) from Securities Institute Education. 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 Government Bonds

Restrictions: Not authorised to provide advice in Self-Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Advising (8 units)

Securities Institute Education

2013

SMSF Specialist Advisor (SSA) Accreditation Program

SMSF Association

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2022

Economic and Legal Context for Financial Planning Course (FPC001B)

Regulation & Legal Obligations - Kaplan Higher Education

2022

Estate and Succession Planning Course (FPC005)

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Mar 2021 - Present Current

Not authorised to provide advice in Self-Managed Super Funds

FINANCIAL SERVICES PARTNERS PTY LIMITED

Jul 2007 - Mar 2021 Ceased

Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register