Financial Adviser · BUNBURY, WA

Paul Gardiner

BUNBURY, WA
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000293140
Currently at
Maroochydore, QLD (firm address)

About Paul Gardiner

Paul Gardiner is a financial adviser based in Bunbury, Western Australia, with 21 years of experience in the financial services industry since 2005. Paul is currently authorised under Infocus Securities Australia. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2011
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Intellitrain Pty Ltd
2015
Accredited Aged Care Professional
Aged Care Steps Pty Ltd
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2026
Tax for Financial Advising
Kaplan Education Pty Limited

Registration History

Jul 2026 - Present Current
Securities excludes direct equities advice
Nov 2025 - May 2026 Ceased
May 2022 - Jul 2022 Ceased
Oct 2020 - Mar 2021 Ceased
Sep 2014 - Jul 2016 Ceased
Jan 2012 - Dec 2012 Ceased
May 2011 - Oct 2011 Ceased
SENTRY FINANCIAL PLANNING PTY LTD
Sep 2009 - Jul 2010 Ceased
Dec 2008 - Sep 2009 Ceased

Source: ASIC Financial Advisers Register