Paul Messerschmidt
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276809
- Location
- Parramatta NSW 2150
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 19 September 2022
- First provided advice
- 2000
- Qualifications
- 8 unit Diploma of Financial Advising, Financial Services Institute of Australasia (2002); Self Managed Superannuation Funds, Kaplan Professional (2005); Margin Lending and Geared Investments, Kaplan Professional (2011); Graduate Certificate in Financial Planning, Kaplan Professional (2016); Master of Financial Planning, Kaplan Professional (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- 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 Messerschmidt
On the Financial Advisers Register kept by ASIC, Paul Messerschmidt appears as a current financial adviser in Parramatta, New South Wales, adviser number 000276809.
The licensee Paul advises under is PSK Advisory Services Pty Ltd (AFS licence 234656). The current authorisation started on 19 September 2022.
The register records 2000 as the year Paul first provided financial advice. Qualifications and training on file include 8 unit Diploma of Financial Advising (Financial Services Institute of Australasia, 2002), Self Managed Superannuation Funds (Kaplan Professional, 2005) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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 Messerschmidt a registered financial adviser?
Yes. Paul Messerschmidt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276809.
Which licensee does Paul Messerschmidt work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Paul Messerschmidt 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; standard margin lending. 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."