Paul Alexander Macfarlane
Financial Adviser in Thirroul, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001247176
- Location
- Thirroul NSW 2515
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 1 September 2020
- First provided advice
- 2006
- Qualifications
- Self Managed Superannuation Funds, Kaplan Professional (2013); Graduate Diploma of Financial Planning, Kaplan Professional (2018); Accredited Listed Product Adviser, Kaplan (2024)
- 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 Alexander Macfarlane
Paul Alexander Macfarlane is a financial adviser in Thirroul, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001247176.
Advice is given under the Australian financial services licence of Insight Investment Services Pty Ltd, licence number 309996. The current authorisation started on 1 September 2020.
According to the register, Paul first provided financial advice in 2006. Qualifications and training on file include Self Managed Superannuation Funds (Kaplan Professional, 2013), Graduate Diploma of Financial Planning (Kaplan Professional, 2018) and Accredited Listed Product Adviser (Kaplan, 2024). Professional memberships recorded: 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 Alexander Macfarlane a registered financial adviser?
Yes. Paul Alexander Macfarlane is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001247176.
Which licensee does Paul Alexander Macfarlane work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Paul Alexander Macfarlane 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.