Financial Adviser · PERTH, WA

Paul Gregory Blake

PERTH, WA

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000327528

Licensee

Charter Financial Planning Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Paul Gregory Blake

Paul Gregory Blake is a financial adviser based in Perth, Western Australia, with 20 years of experience in the financial services industry since 2006. Paul works at Charter Financial Planning, which is licensed through 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). Paul's qualifications include a Master of Financial Planning from Griffith University.

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

2004

Bachelor of Commerce (Financial Planning)

Curtin University

2007

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2022

Income Tax Law

Griffith University

2023

7269AFE/7815AFE Ethics and Professionalism

Ethics - Griffith University

2023

Principles of Business and Corporations Law

Griffith University

2025

Master of Financial Planning

Griffith University

Registration History

Charter Financial Planning Limited

Jan 2009 - 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