Financial Adviser · SOUTHPORT, QLD

Paul Anthony Clark

SOUTHPORT, QLD
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000293536
Currently at
Barangaroo, NSW (firm address)

About Paul Anthony Clark

Paul Anthony Clark is a financial adviser based in Southport, Queensland, with 21 years of experience in the financial services industry since 2005. Paul is currently authorised under Lifestyle Asset Management, operating through Peak Pinnacle Financial. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Paul's qualifications include a Master of Business Administration from University of Southern Queensland. Paul is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Securities Government Bonds

Restrictions: Restriction on providing advice on establishment of new SMSFs

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
FPA Auatralia
2014
Master of Business Administration
University of Southern Queensland
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jul 2026 - Present Current
Restriction on providing advice on establishment of new SMSFs
Jun 2025 - Apr 2026 Ceased
Apr 2025 - May 2025 Ceased
Restriction on providing advice on SMSF establishment
Apr 2024 - May 2025 Ceased
No. The only restriction is on margin lending.
Oct 2023 - Mar 2024 Ceased
Feb 2023 - Oct 2023 Ceased
Dec 2022 - Feb 2023 Ceased
AAN WEALTH MANAGEMENT PTY LTD
Sep 2022 - Nov 2022 Ceased
Feb 2022 - Sep 2022 Ceased
Jun 2018 - Jan 2022 Ceased
ADVISER NETWORK PTY LTD
Nov 2017 - Jun 2018 Ceased
Aug 2009 - Jun 2017 Ceased
Jan 2007 - Jul 2009 Ceased

Source: ASIC Financial Advisers Register