Paul De Oleveira
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007638
- Location
- Southport QLD 4215
- Licensee
- Lifestyle Asset Management Pty Ltd (AFSL 288421)
- Authorised since
- 5 January 2026
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Accounting), Swinburne University of Technology (2009); Diploma in Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Planning, Mentor Education (2016); Commercial and Corporations Law, Deakin University (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Restriction on providing advice on establishment of new SMSFs
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul De Oleveira
Paul De Oleveira is a financial adviser in Southport, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001007638.
The licensee Paul advises under is Lifestyle Asset Management Pty Ltd (AFS licence 288421). That authorisation dates from 5 January 2026.
The register records 2013 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Business (Accounting) (Swinburne University of Technology, 2009), Diploma in Financial Services (Financial Planning) (Kaplan Professional, 2010) and Advanced Diploma of Financial Planning (Mentor Education, 2016).
Paul is authorised to advise 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.
A further restriction is recorded on the register: “Restriction on providing advice on establishment of new SMSFs.”
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Questions people ask
Is Paul De Oleveira a registered financial adviser?
Yes. Paul De Oleveira is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007638.
Which licensee does Paul De Oleveira work under?
Lifestyle Asset Management Pty Ltd, Australian financial services licence 288421.
What can Paul De Oleveira 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. It also records this restriction: "Restriction on providing advice on establishment of new SMSFs."