Financial Adviser
· SUNSHINE NORTH, VIC
Paul Adrian Velardo
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312946
Paul Adrian Velardo is a financial adviser based in Sunshine North, Victoria, with 19 years of experience in the financial services industry. Paul is currently authorised under Forza Wealth 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 from FPA. 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor Degree Economics and Finance
RMIT
2007
Certified Financial Planner
FPA
2014
Cavendish & ICFS Specialist Course
The University of Adelaide
2015
Accredited Listed Product Adviser Program
Kaplan
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register