Financial Adviser · KENT TOWN, SA

Paul Robert Garner

19 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 000314741

Paul Robert Garner is a financial adviser based in Kent Town, South Australia, with 19 years of experience in the financial services industry. Paul is currently authorised under Futuro Financial Services 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 (Marketing) from University of South Australia. Paul is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Business (Marketing)

University of South Australia

2000

Graduate Diploma in Commerce

University of South Australia

2007

Diploma of Financial Services (Financial Planning)

Tribeca

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

Registration History

Futuro Financial Services Pty Ltd

Jan 2017 - Present Current

Charter Financial Planning Limited

Oct 2013 - Jan 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Nov 2009 - Oct 2013 Ceased

Hillross Financial Services Limited

Jun 2007 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register