Financial Adviser
· GLADSTONE PARK, VIC
Paul Randall Dunn
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248926
Paul Randall Dunn is a financial adviser based in Gladstone Park, Victoria, with 24 years of experience in the financial services industry. Paul is currently authorised under Meridian Wealth Management 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 Financial Planning Association. Paul is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute Of Australia.
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
2002
Diploma Financial Advising
Securities Institute
2010
Margin Lending & Geared Investments
KAPLAN
2011
Certified Financial Planner
Financial Planning Association
2013
Registered Tax Agent
Tax Practitioners Board
2014
Certificate IV Finance & Mortgage Broking
KAPLAN