Financial Adviser
· MOUNT ELIZA, VIC
Paul Anthony Stone
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260843
Paul Anthony Stone is a financial adviser based in Mount Eliza, Victoria, with 27 years of experience in the financial services industry. Paul is currently authorised under Carnbrea & Co. 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 from Financial Planning Association of Australia Limited. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Advising
Securities Institute of Australia
2004
Financial Plan Construction & Review (DFP 8)
Financial Planning Association of Australia Limited
2011
Certified Financial Planner
Financial Planning Association of Australia Limited
2011
Margin Lending & Geared Investments
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional