Paul Anthony Reilly
Financial Adviser in Young, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309689
- Location
- Young NSW 2594
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 23 January 2007
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Limited (2006); Certificate IV Financial Services (Finance/Mortgage Broking), Traineeship Management Australia (TMA) (2007); SMSF Course, University of Adelaide (2014); MAI728 Financial Behaviour and Decision Making (INTENSIVE), Deakin University (2021); MAI769 Ethics for Financial Services, Deakin University (2022)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Anthony Reilly
Paul Anthony Reilly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Young, New South Wales (adviser number 000309689).
The licensee Paul advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 23 January 2007.
The register records 2007 as the year Paul first provided financial advice. The qualifications listed for Paul include Diploma of Financial Services (Financial Planning) (AMP Limited, 2006), Certificate IV Financial Services (Finance/Mortgage Broking) (Traineeship Management Australia (TMA), 2007) and SMSF Course (University of Adelaide, 2014).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Paul Anthony Reilly a registered financial adviser?
Yes. Paul Anthony Reilly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309689.
Which licensee does Paul Anthony Reilly work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Paul Anthony Reilly 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."