Financial Adviser
· MELBOURNE, VIC
Paul Anthony Furlong
No disciplinary history on record with ASIC
MELBOURNE,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002042
Paul Anthony Furlong is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry since 1999. Paul is currently authorised under Lantana Private Wealth. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Bachelor of Business (Banking & Finance) from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business (Banking & Finance)
Monash University
2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2007
Self Managed Super Funds (ANZ Workshop)
Kaplan Education Pty Limited
2022
Specialist SMSF (SMSFA)
SuperConcepts
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
LACHLAN WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register