Data sourced from ASIC Financial Advisers Register
Financial Adviser · BALCATTA, WA

Paul Vukman

21 Years experience
Tax advice
authorised
Currently at
Insight Investment Services Pty Ltd
Perth, WA
View firm profile
ASIC Registered · ADV 000287319

Paul Vukman is a financial adviser based in Balcatta, Western Australia, with 21 years of experience in the financial services industry. Paul is currently authorised under Insight Investment Services 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 Margin Lending & Geared Investments from Kaplan.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation advice excludes self-managed superannuation funds and Securities exclude Direct Equities.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Margin Lending & Geared Investments
Kaplan
2024
Accredited Listed Product Adviser Program
Kaplan

Registration History

Insight Investment Services Pty Ltd
Nov 2023 - Present Current
Superannuation advice excludes self-managed superannuation funds and Securities exclude Direct Equities.
NEO FINANCIAL SOLUTIONS PTY LTD
Aug 2011 - Nov 2023 Ceased
Not authorised for Self-Managed Superannuation Funds
SENTRY FINANCIAL PLANNING PTY LTD
Mar 2005 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register