Paul James Summers
Financial Adviser in Stirling, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004018
- Location
- Stirling WA 6021
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 5 December 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Arts (Accounting & Finance), University of West of England (UK) (1996); Diploma of Financial Services (Financial Planning), Tribeca Learning (2007); Margin Lending and Geared Investments Program, Kaplan Professional (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Ethics and Professionalism in Financial Advice Course, Kaplan Higher 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
- Restriction
- Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul James Summers
On the Financial Advisers Register kept by ASIC, Paul James Summers appears as a current financial adviser in Stirling, Western Australia, adviser number 001004018.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 5 December 2019.
According to the register, Paul first provided financial advice in 2007. The qualifications listed for Paul include Bachelor of Arts (Accounting & Finance) (University of West of England (UK), 1996), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2007) and Margin Lending and Geared Investments Program (Kaplan Professional, 2011). 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Paul James Summers a registered financial adviser?
Yes. Paul James Summers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004018.
Which licensee does Paul James Summers work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Paul James Summers 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: "Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF."