Paul Kurema
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005725
- Location
- Melbourne VIC 3000
- Licensee
- Morgan Stanley Wealth Management Australia Pty Ltd (AFSL 240813)
- Authorised since
- 21 May 2007
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, Monash University (2001); Advanced Diploma of Financial Services (Financial Planning), Deakin Financial Services Pty Limited (2003); Self Managed Superannuation Funds Adviser Education Program, Stockbrokers Association of Australia (2008); Certified Financial Planner Certification, Financial Planning Association of Australia (2010); Margin Lending Accreditation Program, Stockbrokers Association of Australia (2010)
- 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
- Restriction
- Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Kurema
On the Financial Advisers Register kept by ASIC, Paul Kurema appears as a current financial adviser in Melbourne, Victoria, adviser number 001005725.
Paul provides advice as an authorised representative of Morgan Stanley Wealth Management Australia Pty Ltd, which holds Australian financial services licence 240813. The current authorisation started on 21 May 2007.
According to the register, Paul first provided financial advice in 2003. The qualifications listed for Paul include Bachelor of Commerce (Monash University, 2001), Advanced Diploma of Financial Services (Financial Planning) (Deakin Financial Services Pty Limited, 2003) and Self Managed Superannuation Funds Adviser Education Program (Stockbrokers Association of Australia, 2008). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul is authorised to advise 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: “Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.”
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Questions people ask
Is Paul Kurema a registered financial adviser?
Yes. Paul Kurema is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005725.
Which licensee does Paul Kurema work under?
Morgan Stanley Wealth Management Australia Pty Ltd, Australian financial services licence 240813.
What can Paul Kurema 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: "Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options."