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

Paul Lewin Carter

39 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000249468

Paul Lewin Carter is a financial adviser based in Nedlands, Western Australia, with 39 years of experience in the financial services industry. Paul is currently authorised under Akumin Financial Planning Pty Limited. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1996
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register