Paul Gregory Blake
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327528
- Location
- Perth WA 6000
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 29 January 2009
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Financial Planning), Curtin University (2004); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2007); Income Tax Law, Griffith University (2022); 7269AFE/7815AFE Ethics and Professionalism, Griffith University (2023); Principles of Business and Corporations Law, Griffith University (2023); Master of Financial Planning, Griffith University (2025)
- 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 Gregory Blake
Paul Gregory Blake is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 000327528).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 29 January 2009.
According to the register, Paul first provided financial advice in 2006. The qualifications listed for Paul include Bachelor of Commerce (Financial Planning) (Curtin University, 2004), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2007) and Income Tax Law (Griffith University, 2022).
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.
The register adds a condition to this authorisation: “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 Gregory Blake a registered financial adviser?
Yes. Paul Gregory Blake is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327528.
Which licensee does Paul Gregory Blake work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Paul Gregory Blake 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."