Paul Laurence Fox
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247392
- Location
- Melbourne VIC 3004
- Licensee
- Bongiorno Wealth Management Pty Ltd (AFSL 345313)
- Authorised since
- 1 July 2010
- First provided advice
- 1996
- Qualifications
- Bachelor of Commerce, University of Tasmania (1985); Master of Taxation, University of Melbourne (1996); Diploma of Financial Planning, Financial Advice Association of Australia Limited (1999); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA); The Tax Institute
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Laurence Fox
On the Financial Advisers Register kept by ASIC, Paul Laurence Fox appears as a current financial adviser in Melbourne, Victoria, adviser number 000247392.
The licensee Paul advises under is Bongiorno Wealth Management Pty Ltd (AFS licence 345313). That authorisation dates from 1 July 2010.
The register records 1996 as the year Paul first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Tasmania, 1985), Master of Taxation (University of Melbourne, 1996) and Diploma of Financial Planning (Financial Advice Association of Australia Limited, 1999). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Institute of Public Accountants (IPA) and The Tax Institute.
The authorisation covers advice 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.
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Questions people ask
Is Paul Laurence Fox a registered financial adviser?
Yes. Paul Laurence Fox is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247392.
Which licensee does Paul Laurence Fox work under?
Bongiorno Wealth Management Pty Ltd, Australian financial services licence 345313.
What can Paul Laurence Fox 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.