Paul L Feeney
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267471
- Location
- Sydney NSW 2000
- Licensee
- Otivo Pty Ltd (AFSL 485665)
- Authorised since
- 11 September 2018
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Advising, Securities Institute (2004); Graduate Diploma of Applied Finance and Investment, FINSIA (2007); DFP5v3 Tax for Financial Advising, Kaplan Professional (2018); TASACLv2 Commercial Law, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Tax Practitioners Board
- 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 L Feeney
Paul L Feeney is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001267471.
The licensee Paul advises under is Otivo Pty Ltd (AFS licence 485665). The current authorisation started on 11 September 2018.
According to the register, Paul first provided financial advice in 2002. Qualifications and training on file include Diploma of Financial Advising (Securities Institute, 2004), Graduate Diploma of Applied Finance and Investment (FINSIA, 2007) and DFP5v3 Tax for Financial Advising (Kaplan Professional, 2018). Paul is recorded as a member of Tax Practitioners Board.
Paul is authorised to advise 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.
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Questions people ask
Is Paul L Feeney a registered financial adviser?
Yes. Paul L Feeney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267471.
Which licensee does Paul L Feeney work under?
Otivo Pty Ltd, Australian financial services licence 485665.
What can Paul L Feeney 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.