Financial Adviser
· STIRLING, WA
Paul Anthony Holly
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290152
Paul Anthony Holly is a financial adviser based in Stirling, Western Australia, with 27 years of experience in the financial services industry. Paul is currently authorised under Gps Wealth 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 from FPA. Paul is a member of CPA Australia (CPA) and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Business
Edith Cowan University
1998
Certified Practising Accountant
Australian Society of CPA's
2002
Certified Financial Planner
FPA
2010
Margin Lending & Geared Investments
Kaplan Professional Education
Registration History
A.C.N. 116 900 362 LIMITED
FINANCIAL CIRCLE PTY LTD
Source: ASIC Financial Advisers Register