Paul Anthony Stone
Financial Adviser in Mount Eliza, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260843
- Location
- Mount Eliza VIC 3930
- Licensee
- Carnbrea & Co. Ltd. (AFSL 233763)
- Authorised since
- 1 June 2019
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Advising, Securities Institute of Australia (2002); Financial Plan Construction & Review (DFP 8), Financial Planning Association of Australia Limited (2004); Certified Financial Planner, Financial Planning Association of Australia Limited (2011); Margin Lending & Geared Investments, Kaplan Professional (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Anthony Stone
Paul Anthony Stone is a financial adviser in Mount Eliza, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000260843.
The licensee Paul advises under is Carnbrea & Co. Ltd. (AFS licence 233763). That authorisation dates from 1 June 2019.
According to the register, Paul first provided financial advice in 1999. The qualifications listed for Paul include Diploma of Financial Advising (Securities Institute of Australia, 2002), Financial Plan Construction & Review (DFP 8) (Financial Planning Association of Australia Limited, 2004) and Certified Financial Planner (Financial Planning Association of Australia Limited, 2011). 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 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 Stone a registered financial adviser?
Yes. Paul Anthony Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260843.
Which licensee does Paul Anthony Stone work under?
Carnbrea & Co. Ltd., Australian financial services licence 233763.
What can Paul Anthony Stone 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.