Financial Adviser · SOUTHPORT, QLD

Paul De Oleveira

13 Years experience

Tax advice
authorised

Currently at

Barangaroo, NSW

View firm profile

ASIC Registered · ADV 001007638

Paul De Oleveira is a financial adviser based in Southport, Queensland, with 13 years of experience in the financial services industry. Paul is currently authorised under Lifestyle Asset Management 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 Bachelor of Business (Accounting) from Swinburne University of Technology.

Authorised to Advise On

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

Restrictions: Restriction on providing advice on establishment of new SMSFs

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Business (Accounting)

Swinburne University of Technology

2010

Diploma in Financial Services (Financial Planning)

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Mentor Education

2018

Commercial and Corporations Law

Regulation & Legal Obligations - Deakin University

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Lifestyle Asset Management Pty Ltd

Jan 2026 - Present Current

Restriction on providing advice on establishment of new SMSFs

Lifestyle Asset Management Pty Ltd

Feb 2025 - Dec 2025 Ceased

Restriction on providing advice on establishment of new SMSFs

FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD

Nov 2024 - Jan 2025 Ceased

*Superannuation - excluding SMSF's

FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD

Sep 2024 - Oct 2024 Ceased

Superannuation - excluding SMSF

Interprac Financial Planning Pty Ltd

Nov 2023 - May 2024 Ceased

Mufg Retire360 Pty Limited

Apr 2019 - Jul 2021 Ceased

ADVISER NETWORK PTY LTD

Dec 2018 - Mar 2019 Ceased

L.U.C.R.F. PTY. LTD.

May 2013 - Sep 2016 Ceased

Source: ASIC Financial Advisers Register