Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Paul Kurema

23 Years experience
Tax advice
authorised
Currently at
Morgan Stanley Wealth Management Australia Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001005725

Paul Kurema is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Paul is currently authorised under Morgan Stanley Wealth Management Australia 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 Certification from Financial Planning Association of Australia. 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 Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Commerce
Monash University
2003
Advanced Diploma of Financial Services (Financial Planning)
Deakin Financial Services Pty Limited
2008
Self Managed Superannuation Funds Adviser Education Program
Stockbrokers Association of Australia
2010
Certified Financial Planner Certification
Financial Planning Association of Australia
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia

Registration History

Morgan Stanley Wealth Management Australia Pty Ltd
May 2007 - Present Current
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register