Financial Adviser · BENDIGO, VIC

Paul Dennett

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002441

Paul Dennett is a financial adviser based in Bendigo, Victoria, with 18 years of experience in the financial services industry. Paul is currently authorised under Bridges Financial Services Pty 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 Master of Financial Planning from Kaplan Education Pty Ltd. Paul is a member of Asia Pacific Financial Services Association and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning) FNS50804
GWM Adviser Services Ltd
2010
FNSASICR503A Provide Advice in Margin Lending
GWM Adviser Services Ltd
2011
Advanced Diploma of Financial Services (Financial Planning) FNS60404
GWM Adviser Services Ltd
2017
Master of Financial Planning
Kaplan Education Pty Ltd
2018
Fellow Chartered Financial Practitioners (FChFP)
Association of Financial Advisers (AFA)

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Sep 2020 - May 2021 Ceased
May 2007 - Aug 2020 Ceased

Source: ASIC Financial Advisers Register