Financial Adviser
· HAWTHORN, VIC
Lavina Paul
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250435
Lavina Paul is a financial adviser based in Hawthorn, Victoria, with 10 years of experience in the financial services industry. Lavina is currently authorised under Shartru Wealth Management Pty Ltd. Lavina 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 Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: excludes self-managed superannuation funds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Planning
Mentor
2015
Advanced Diploma of Financial Planning
Mentor
2020
Graduate Diploma of Financial Planning
KAPLAN Professional
2024
Master of Financial Planning
KAPLAN Professional
Registration History
excludes self-managed superannuation funds
FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD
Limited personal advice on Cbus products
Source: ASIC Financial Advisers Register