Paul Edmund Bourke
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331086
- Location
- Geelong VIC 3220
- Licensee
- Illingworth David Financial Planning Pty Ltd (AFSL 253127)
- Authorised since
- 14 October 2008
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, Deakin University (2002); Certified Financial Planner, FPA (2007); Ethics and Professionalism, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Authorised to provide personal financial product advice to retail client on Aged Care, Budgeting, Direct Equities, Investment Planning, Retirement Planning
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Edmund Bourke
Paul Edmund Bourke is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 000331086).
Advice is given under the Australian financial services licence of Illingworth David Financial Planning Pty Ltd, licence number 253127. The current authorisation started on 14 October 2008.
According to the register, Paul first provided financial advice in 2002. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2002), Certified Financial Planner (FPA, 2007) and Ethics and Professionalism (Kaplan, 2019). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised to provide personal financial product advice to retail client on Aged Care, Budgeting, Direct Equities, Investment Planning, Retirement Planning.”
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Questions people ask
Is Paul Edmund Bourke a registered financial adviser?
Yes. Paul Edmund Bourke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331086.
Which licensee does Paul Edmund Bourke work under?
Illingworth David Financial Planning Pty Ltd, Australian financial services licence 253127.
What can Paul Edmund Bourke give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Authorised to provide personal financial product advice to retail client on Aged Care, Budgeting, Direct Equities, Investment Planning, Retirement Planning."