Paul Morehead
Financial Adviser in Jordan Springs, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249507
- Location
- Jordan Springs NSW 2747
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1988
- Qualifications
- Bachelor of Financial Administration, University of New England (1989); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1995); Certificate IV in Finance and Mortgage Broking, The National Finance Institute (2016); Diploma of Finance and Mortgage Broking Management, The National Finance Institute (2017)
- 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, 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 Morehead
Paul Morehead is a financial adviser in Jordan Springs, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000249507.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 1 January 2004.
The register records 1988 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Financial Administration (University of New England, 1989), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1995) and Certificate IV in Finance and Mortgage Broking (The National Finance Institute, 2016).
Paul is authorised to advise 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.
The register adds a condition to this authorisation: “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 Morehead a registered financial adviser?
Yes. Paul Morehead is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249507.
Which licensee does Paul Morehead work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Paul Morehead 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; 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."