Financial Adviser
· APPLECROSS, WA
Deon Louis Paoliello
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001278
Deon Louis Paoliello is a financial adviser based in Applecross, Western Australia, with 31 years of experience in the financial services industry. Deon is currently authorised under Insight Investment Services Pty Ltd. Deon 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 Postgraduate Diploma in Financial Planning from University of the Free State (South Africa). Deon 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
2010
Diploma of Financial Services (Financial Planning)
AAMC Training Group
2010
Postgraduate Diploma in Financial Planning
University of the Free State (South Africa)
2020
Self Managed Superannuation Funds
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF.
Source: ASIC Financial Advisers Register