Financial Adviser · BUNDOORA, VIC

Paul Christopher Formica

1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001313525

Paul Christopher Formica is a financial adviser based in Bundoora, Victoria, with 1 year of experience in the financial services industry. Paul is currently authorised under Alliance Wealth 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). Paul holds a Bachelor of Commerce (Financial Planning) from Deakin University.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2021
Bachelor of Commerce (Financial Planning)
Deakin University

Registration History

Feb 2025 - Present Current
Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register