Financial Adviser
· CHERMSIDE, QLD
Jose Pais
No disciplinary history on record with ASIC
CHERMSIDE,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472745
About Jose Pais
Jose Pais is a financial adviser based in Chermside, Queensland, with 19 years of experience in the financial services industry since 2007. Jose is currently authorised under Millennium 3 Financial Services, operating through Legacy Planning. Jose holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jose's qualifications include a Master of Accounting from Central Queensland University. Jose is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2007
Master of Accounting
Central Queensland University
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2011
Self Managed Superannuation Funds
Kaplan Education Pty Limited
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds: class of product only.
SUNCORP FINANCIAL SERVICES PTY LTD
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register