Financial Adviser · OSBORNE PARK, WA

Paul David Gerard Ambrose

OSBORNE PARK, WA

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002924

Currently at

Fortnum Private Wealth

Sydney, NSW (firm address)

View firm profile

About Paul David Gerard Ambrose

Paul David Gerard Ambrose is a financial adviser based in Osborne Park, Western Australia, with 13 years of experience in the financial services industry since 2013. Paul is currently authorised under Fortnum Private Wealth. 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 Master of Financial Planning from Curtin University. 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 Government Bonds

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Commerce

Curtin University

2013

Master of Financial Planning

Curtin University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Fortnum Private Wealth Ltd

Sep 2026 - Present Current

Not SMSF

Mbs Advice Licence Pty Ltd

Mar 2026 - Aug 2026 Ceased

Industry Fund Services Limited

May 2023 - Feb 2026 Ceased

excluding the establishment and management as trustee of self-managed super funds

ENERGY INDUSTRIES SUPERANNUATION SCHEME PTY LIMITED

Jun 2016 - May 2023 Ceased

Commonwealth Financial Planning Limited

Jan 2015 - Jun 2016 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register