Paul McCutcheon
Financial Adviser in Millbridge, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000441676
- Location
- Millbridge WA 6232
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 22 November 2019
- First provided advice
- 1996
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending & Geared Investments, Kaplan Professional (2011); Essential Steps for Aged Care, Aged Care Steps (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul McCutcheon
On the Financial Advisers Register kept by ASIC, Paul McCutcheon appears as a current financial adviser in Millbridge, Western Australia, adviser number 000441676.
The licensee Paul advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 22 November 2019.
The register records 1996 as the year Paul first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Margin Lending & Geared Investments (Kaplan Professional, 2011) and Essential Steps for Aged Care (Aged Care Steps, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Paul is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes SMSF.”
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Questions people ask
Is Paul McCutcheon a registered financial adviser?
Yes. Paul McCutcheon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000441676.
Which licensee does Paul McCutcheon work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Paul McCutcheon give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending. It also records this restriction: "Excludes SMSF."