Paul David Whitelaw
Financial Adviser in Parramatta, New South Wales, Australia
Review Paul David Whitelaw
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000246206
- Location
- Parramatta NSW 2150
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 15 July 2025
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, University of Wollongong (1996); Diploma Financial Planning, Deakin University (1999); FASEA Exam Standard Certification, FASEA (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul David Whitelaw
Paul David Whitelaw is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Parramatta, New South Wales (adviser number 000246206).
The licensee Paul advises under is Cobalt Advisers Pty Ltd (AFS licence 512550). The current authorisation started on 15 July 2025.
According to the register, Paul first provided financial advice in 2003. Qualifications and training on file include Bachelor of Commerce (University of Wollongong, 1996), Diploma Financial Planning (Deakin University, 1999) and FASEA Exam Standard Certification (FASEA, 2021). Professional memberships recorded: 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 government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Paul David Whitelaw here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul David Whitelaw a registered financial adviser?
Yes. Paul David Whitelaw is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246206.
Which licensee does Paul David Whitelaw work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Paul David Whitelaw give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.