Paul Graham Bilson
Financial Adviser in Ballarat, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279533
- Location
- Ballarat VIC 3350
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 11 April 2014
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Planning, Deakin University (1997); Certified Financial Planner, Financial Planning Association (1999); Margin Lending and Geared Investments, Kaplan (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- Superannuation excludes Self Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Graham Bilson
On the Financial Advisers Register kept by ASIC, Paul Graham Bilson appears as a current financial adviser in Ballarat, Victoria, adviser number 000279533.
The licensee Paul advises under is Paragem Pty Limited (AFS licence 297276). The current authorisation started on 11 April 2014.
According to the register, Paul first provided financial advice in 1996. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 1997), Certified Financial Planner (Financial Planning Association, 1999) and Margin Lending and Geared Investments (Kaplan, 2010). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation excludes Self Managed Superannuation Funds.”
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Questions people ask
Is Paul Graham Bilson a registered financial adviser?
Yes. Paul Graham Bilson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279533.
Which licensee does Paul Graham Bilson work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Paul Graham Bilson 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. It also records this restriction: "Superannuation excludes Self Managed Superannuation Funds."