Paul Anthony Holly
Financial Adviser in Stirling, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000290152
- Location
- Stirling WA 6021
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 3 April 2013
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, Edith Cowan University (1991); Certified Practising Accountant, Australian Society of CPA's (1998); Certified Financial Planner, FPA (2002); Margin Lending & Geared Investments, Kaplan Professional Education (2010)
- Memberships
- CPA Australia (CPA); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Anthony Holly
Paul Anthony Holly is a financial adviser in Stirling, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000290152.
Advice is given under the Australian financial services licence of GPS Wealth Ltd, licence number 254544. The current authorisation started on 3 April 2013.
According to the register, Paul first provided financial advice in 1999. Qualifications and training on file include Bachelor of Business (Edith Cowan University, 1991), Certified Practising Accountant (Australian Society of CPA’s, 1998) and Certified Financial Planner (FPA, 2002). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Paul Anthony Holly a registered financial adviser?
Yes. Paul Anthony Holly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000290152.
Which licensee does Paul Anthony Holly work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Paul Anthony Holly 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.