Paul Graham Holding
Financial Adviser in Hobart, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000293669
- Location
- Hobart TAS 7000
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 10 August 2019
- First provided advice
- 2001
- Qualifications
- Margin Lending and Geared Investments, Kaplan Professional (2010); Diploma of Financial Services( Financial Planning), Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional (2013); ASX Accredited Listed Product Adviser, Kaplan Professional (2014); Advanced Diploma of Financial Planning, Kaplan Professional (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Graham Holding
Paul Graham Holding is a financial adviser in Hobart, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000293669.
Advice is given under the Australian financial services licence of Paragem Pty Limited, licence number 297276. That authorisation dates from 10 August 2019.
The register records 2001 as the year Paul first provided financial advice. The qualifications listed for Paul include Margin Lending and Geared Investments (Kaplan Professional, 2010), Diploma of Financial Services( Financial Planning) (Kaplan Professional, 2012) and Self Managed Superannuation Funds (Kaplan Professional, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Paul Graham Holding a registered financial adviser?
Yes. Paul Graham Holding is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000293669.
Which licensee does Paul Graham Holding work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Paul Graham Holding 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.