Paul Atkin

Financial Adviser in Kurri Kurri, New South Wales, Australia

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Australian Securities and Investments Commission (ASIC)

Adviser number000283887

Currenton the register
Location
Kurri Kurri NSW 2327
Licensee
Lifespan Financial Planning Pty Ltd (AFSL 229892)
Authorised since
6 January 2026
First provided advice
2005
Qualifications
Certified Financial Planner, Financial Planning Association of Australia (1996); Diploma of Financial Planning, Financial Planning Association (FPA) (2001); Certificate IV in Financial Services (Finance/Mortgage Broking), Kaplan Education Pty Ltd (2006); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2008); TASA and the TPB Code of Professional Conduct, Kaplan Education Pty Ltd (2015); Graduate Certificate in Financial Planning, Griffith University (2018); Master of Financial Planning, Griffith University (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2021)
Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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
Copied from the public register on 24 October 2026. Check it on the official register

About Paul Atkin

Paul Atkin is a financial adviser in Kurri Kurri, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000283887.

Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 6 January 2026.

The register records 2005 as the year Paul first provided financial advice. The qualifications listed for Paul include Certified Financial Planner (Financial Planning Association of Australia, 1996), Diploma of Financial Planning (Financial Planning Association (FPA), 2001) and Certificate IV in Financial Services (Finance/Mortgage Broking) (Kaplan Education Pty Ltd, 2006). Paul is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP).

The authorisation covers advice 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 Atkin a registered financial adviser?

Yes. Paul Atkin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283887.

Which licensee does Paul Atkin work under?

Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.

What can Paul Atkin 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.