Paul Harwood
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263943
- Location
- Wollongong NSW 2500
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 29 April 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce (Economics), University of Wollongong (1999); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certificate in Applied Self Managed Super Fund Advice, Tower Trust (2004); Margin Lending and Geared Investments, Kaplan Professional Education (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional Education (2020)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Harwood
On the Financial Advisers Register kept by ASIC, Paul Harwood appears as a current financial adviser in Wollongong, New South Wales, adviser number 000263943.
The licensee Paul advises under is Oreana Financial Services Pty Ltd (AFS licence 482234). The current authorisation started on 29 April 2021.
The register records 2000 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Commerce (Economics) (University of Wollongong, 1999), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003) and Certificate in Applied Self Managed Super Fund Advice (Tower Trust, 2004). Paul is recorded as a member of 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 10 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 Harwood a registered financial adviser?
Yes. Paul Harwood is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263943.
Which licensee does Paul Harwood work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Paul Harwood 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.