Financial Adviser
· MELBOURNE, VIC
Paul Milbourne
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314274
Paul Milbourne is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Paul is currently authorised under Bombora Advice Pty Ltd. Paul holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Paul is a member of Million Dollar Round Table (MDRT).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
AMP Financial Planning Pty Ltd
2017
Advanced Diploma of Financial Planning
Mentor Education
2021
Financial Adviser Exam
ASIC
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
Paul Milbourne is not authorised to provide advice in relation to Self Managed Super Funds.
NEO FINANCIAL SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register