Paul Joseph Case
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232218
- Location
- Norwood SA 5067
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 July 2003
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, Adelaide University (1990); Chartered Accountant, Chartered Accountants Australia New Zealand (1992); Margin Lending & Geared Investments, Kaplan Professional (2019)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Joseph Case
On the Financial Advisers Register kept by ASIC, Paul Joseph Case appears as a current financial adviser in Norwood, South Australia, adviser number 000232218.
Paul provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. The current authorisation started on 1 July 2003.
The register records 2002 as the year Paul first provided financial advice. Qualifications and training on file include Bachelor of Economics (Adelaide University, 1990), Chartered Accountant (Chartered Accountants Australia New Zealand, 1992) and Margin Lending & Geared Investments (Kaplan Professional, 2019). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
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 Joseph Case a registered financial adviser?
Yes. Paul Joseph Case is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232218.
Which licensee does Paul Joseph Case work under?
Count Financial Limited, Australian financial services licence 227232.
What can Paul Joseph Case 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.