Paul Leonard Wright
Financial Adviser in Fairy Meadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245336
- Location
- Fairy Meadow NSW 2519
- Licensee
- Innovus Licensee Services Pty Ltd (AFSL 526954)
- Authorised since
- 8 April 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce in Accountancy, University of Wollongong (1985); Chartered Accountant, CAANZ (1986); Certified Financial Planner, FPA (2003); ASX Securities, LPac Online (2010); Margin Lending, Pinnacle (2010); Self Managed Super Fund Course, Pinnacle (2010); Certificate IV in Financial Services (Finance/Mortgage Broking), AAMC (2014); Ethics & Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Governance Institute of Australia; Tax Institute of Australia (TIA)
- 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 Leonard Wright
On the Financial Advisers Register kept by ASIC, Paul Leonard Wright appears as a current financial adviser in Fairy Meadow, New South Wales, adviser number 000245336.
Paul provides advice as an authorised representative of Innovus Licensee Services Pty Ltd, which holds Australian financial services licence 526954. The current authorisation started on 8 April 2021.
According to the register, Paul first provided financial advice in 2000. The qualifications listed for Paul include Bachelor of Commerce in Accountancy (University of Wollongong, 1985), Chartered Accountant (CAANZ, 1986) and Certified Financial Planner (FPA, 2003). Professional memberships recorded: CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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 Leonard Wright a registered financial adviser?
Yes. Paul Leonard Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245336.
Which licensee does Paul Leonard Wright work under?
Innovus Licensee Services Pty Ltd, Australian financial services licence 526954.
What can Paul Leonard Wright 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.