Financial Adviser
· DAGLISH, WA
Paul David Gilbey
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000306716
Paul David Gilbey is a financial adviser based in Daglish, Western Australia, with 21 years of experience in the financial services industry. Paul is currently authorised under Hywood Partners 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 Program from Financial Planning Association of Australia (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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2008
Certified Financial Planner Program
Financial Planning Association of Australia (FPA)
2011
Master of Finance
Curtin University of Technology
2012
Professional Certificate in Self Managed Superannuation Funds
University of Adelaide
2014
Master of Taxation
Curtin University of Technology
Registration History
Source: ASIC Financial Advisers Register