Paul Lewin Carter
Financial Adviser in Nedlands, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249468
- Location
- Nedlands WA 6909
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1987
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1996)
- 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
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Lewin Carter
On the Financial Advisers Register kept by ASIC, Paul Lewin Carter appears as a current financial adviser in Nedlands, Western Australia, adviser number 000249468.
The licensee Paul advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 1 January 2004.
The register records 1987 as the year Paul first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1996).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Paul Lewin Carter a registered financial adviser?
Yes. Paul Lewin Carter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249468.
Which licensee does Paul Lewin Carter work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Paul Lewin Carter 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: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."