Paul Gorman
Financial Adviser in Manly, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247614
- Location
- Manly NSW 2095
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 1 January 2004
- First provided advice
- 2001
- Qualifications
- Certificate of Superannuation Management, Association of Superannuation Funds of Australia Ltd (ASFA) (1998); Bachelor of Commerce (Finance and Marketing), University of New England (2002); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Gorman
Paul Gorman is a financial adviser in Manly, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000247614.
The licensee Paul advises under is Hillross Financial Services Limited (AFS licence 232705). The current authorisation started on 1 January 2004.
The register records 2001 as the year Paul first provided financial advice. The qualifications listed for Paul include Certificate of Superannuation Management (Association of Superannuation Funds of Australia Ltd (ASFA), 1998), Bachelor of Commerce (Finance and Marketing) (University of New England, 2002) and Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Paul Gorman a registered financial adviser?
Yes. Paul Gorman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247614.
Which licensee does Paul Gorman work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Paul Gorman 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."