Paul Adrian Velardo
Financial Adviser in Sunshine North, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312946
- Location
- Sunshine North VIC 3020
- Licensee
- Forza Wealth Pty Ltd (AFSL 533719)
- Authorised since
- 1 December 2021
- First provided advice
- 2007
- Qualifications
- Bachelor Degree Economics and Finance, RMIT (2006); Certified Financial Planner, FPA (2007); Cavendish & ICFS Specialist Course, The University of Adelaide (2014); Accredited Listed Product Adviser Program, Kaplan (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Adrian Velardo
On the Financial Advisers Register kept by ASIC, Paul Adrian Velardo appears as a current financial adviser in Sunshine North, Victoria, adviser number 000312946.
Advice is given under the Australian financial services licence of Forza Wealth Pty Ltd, licence number 533719. That authorisation dates from 1 December 2021.
According to the register, Paul first provided financial advice in 2007. Qualifications and training on file include Bachelor Degree Economics and Finance (RMIT, 2006), Certified Financial Planner (FPA, 2007) and Cavendish & ICFS Specialist Course (The University of Adelaide, 2014). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Paul Adrian Velardo a registered financial adviser?
Yes. Paul Adrian Velardo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312946.
Which licensee does Paul Adrian Velardo work under?
Forza Wealth Pty Ltd, Australian financial services licence 533719.
What can Paul Adrian Velardo 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.