Financial Adviser · GEELONG, VIC

Paul Edmund Bourke

24 Years experience

Tax advice
authorised

Currently at

Illingworth David Financial Planning Pty Ltd

Geelong, VIC

View firm profile

ASIC Registered · ADV 000331086

Paul Edmund Bourke is a financial adviser based in Geelong, Victoria, with 24 years of experience in the financial services industry. Paul is currently authorised under Illingworth David Financial Planning 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 Certified Financial Planner from FPA. Paul is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Authorised to provide personal financial product advice to retail client on Aged Care, Budgeting, Direct Equities, Investment Planning, Retirement Planning

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Commerce

Deakin University

2007

Certified Financial Planner

FPA

2019

Ethics and Professionalism

Ethics - Kaplan

Registration History

Illingworth David Financial Planning Pty Ltd

Oct 2008 - Present Current

Authorised to provide personal financial product advice to retail client on Aged Care, Budgeting, Direct Equities, Investment Planning, Retirement Planning

Source: ASIC Financial Advisers Register