Paul David Begley
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229838
- Location
- West Perth WA 6005
- Licensee
- Koda Capital Pty Ltd (AFSL 452581)
- Authorised since
- 25 July 2024
- First provided advice
- 1994
- Qualifications
- Bachelor of Commerce in Accounting & Business Law, Curtin University of Technology (1994); Associate Chartered Accountant, Institute of Chartered Accountants (1998); Graduate Diploma in Financial Planning, Financial Services Institute of Australasia (2003); SMSF Specialist Advisor, Self Managed Superannuation Fund Association (2011); Chartered Tax Adviser, Tax Institute of Australia (2012)
- Memberships
- Australian Institute of Company Directors; Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SMSF Association; Tax Institute of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul David Begley
On the Financial Advisers Register kept by ASIC, Paul David Begley appears as a current financial adviser in West Perth, Western Australia, adviser number 000229838.
Paul provides advice as an authorised representative of Koda Capital Pty Ltd, which holds Australian financial services licence 452581. That authorisation dates from 25 July 2024.
The register records 1994 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Commerce in Accounting & Business Law (Curtin University of Technology, 1994), Associate Chartered Accountant (Institute of Chartered Accountants, 1998) and Graduate Diploma in Financial Planning (Financial Services Institute of Australasia, 2003). Paul is recorded as a member of Australian Institute of Company Directors, Chartered Accountants Australia and New Zealand (CA ANZ) 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 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 David Begley a registered financial adviser?
Yes. Paul David Begley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229838.
Which licensee does Paul David Begley work under?
Koda Capital Pty Ltd, Australian financial services licence 452581.
What can Paul David Begley 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; standard margin lending.