Financial Adviser
· BUNDALL, QLD
Paul Gerard Haines
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004796
Paul Gerard Haines is a financial adviser based in Bundall, Queensland, with 21 years of experience in the financial services industry. Paul is currently authorised under Bridges Financial Services 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 Master of Financial Planning from Kaplan Education Pty ltd. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association of Australia Ltd
2005
Advanced Diploma of Financial Planning FNB60402
GWM Adviser Service Ltd. trading as Threesixty
2010
FNSASICR503A Provide advice in Margin Lending
GWM Adviser Services Ltd. trading as Advice Education
2019
Master of Financial Planning
Kaplan Education Pty ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd