Financial Adviser
· NORWOOD, SA
Paul Joseph Case
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232218
Paul Joseph Case is a financial adviser based in Norwood, South Australia, with 24 years of experience in the financial services industry. Paul is currently authorised under Count Financial Limited. 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 Economics from Adelaide University. Paul is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Economics
Adelaide University
1992
Chartered Accountant
Chartered Accountants Australia New Zealand
2019
Margin Lending & Geared Investments
Kaplan Professional