Financial Adviser
· MELBOURNE, VIC
Paul Bennett
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005494
About Paul Bennett
Paul Bennett is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Paul is currently authorised under Jbwere. Paul holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Paul's qualifications include a Bachelor Degree from - Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor Degree
- Deakin University
2002
Graduate Diploma
- Securities Institute of Australia
2008
Accredited Derivatives Adviser Level 1 & 2
Australian Securities Exchange
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register