Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Paul Robert Blomley

17 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000333166

Paul Robert Blomley is a financial adviser based in Osborne Park, Western Australia, with 17 years of experience in the financial services industry. Paul is currently authorised under Charter Financial Planning Limited. 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 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 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

2008
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2010
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2016
Margin Lending
Kaplan Higher Education Pty Limited
2017
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2017
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Dec 2008 - 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