Paul John Farrelly
Financial Adviser in Maroochydore, Queensland, Australia
Review Paul John Farrelly
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003430
- Location
- Maroochydore QLD 4558
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 28 June 2024
- First provided advice
- 2005
- Qualifications
- Bachelor of Arts (Social Sciences), Monash University (1994); Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2008); Self Managed Super Funds, Financial Essentials (2008); Margin Lending and Geared Investments, Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul John Farrelly
On the Financial Advisers Register kept by ASIC, Paul John Farrelly appears as a current financial adviser in Maroochydore, Queensland, adviser number 001003430.
Advice is given under the Australian financial services licence of Australian Mortgage and Financial Advisers Pty Ltd, licence number 389206. That authorisation dates from 28 June 2024.
The register records 2005 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Arts (Social Sciences) (Monash University, 1994), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2008).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Paul John Farrelly here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul John Farrelly a registered financial adviser?
Yes. Paul John Farrelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003430.
Which licensee does Paul John Farrelly work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can Paul John Farrelly 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.