Lavina Paul
Financial Adviser in Hawthorn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250435
- Location
- Hawthorn VIC 3122
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 22 August 2024
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Mentor (2010); Advanced Diploma of Financial Planning, Mentor (2015); Graduate Diploma of Financial Planning, KAPLAN Professional (2020); Master of Financial Planning, KAPLAN Professional (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- excludes self-managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Lavina Paul
On the Financial Advisers Register kept by ASIC, Lavina Paul appears as a current financial adviser in Hawthorn, Victoria, adviser number 001250435.
Lavina provides advice as an authorised representative of Shartru Wealth Management Pty Ltd, which holds Australian financial services licence 422409. The current authorisation started on 22 August 2024.
According to the register, Lavina first provided financial advice in 2016. The qualifications listed for Lavina include Diploma of Financial Planning (Mentor, 2010), Advanced Diploma of Financial Planning (Mentor, 2015) and Graduate Diploma of Financial Planning (KAPLAN Professional, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “excludes self-managed superannuation funds.”
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Questions people ask
Is Lavina Paul a registered financial adviser?
Yes. Lavina Paul is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250435.
Which licensee does Lavina Paul work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Lavina Paul give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "excludes self-managed superannuation funds."