Financial Adviser · MOUNT SAMSON, QLD

Paul Geisel

39 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000345693

Paul Geisel is a financial adviser based in Mount Samson, Queensland, with 39 years of experience in the financial services industry. Paul is currently authorised under Synchron Advice 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 Planning from Financial Advice Association Australia. 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 Deposit Products Government Bonds

Restrictions: Superannuation All authorisation excludes SMSF advice

Authorised to provide tax financial advice services

Qualifications and Training

1994

Diploma of Financial Planning

Financial Advice Association Australia

2015

Accredited Aged Care Professional

Aged Care Steps

Registration History

Synchron Advice Pty Ltd

Apr 2019 - Present Current

Superannuation All authorisation excludes SMSF advice

Infocus Securities Australia Pty Ltd

Jun 2018 - Mar 2019 Ceased

Direct Equities excludes direct equities advice and SMSF excludes SMSF. Paul is authorised to provide advice on product classes only and is not authorised to provide advice on any specific financial products.

Alliance Wealth Pty Ltd

Nov 2015 - May 2018 Ceased

not authorised to provide Self Managed Superannuation advice

M1-PLAN PTY LTD

Mar 2010 - Oct 2015 Ceased

Source: ASIC Financial Advisers Register