Paul Robert Bourgeois
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000508
- Location
- Sydney NSW 2000
- Licensee
- Newell Palmer Securities Pty Ltd (AFSL 229264)
- Authorised since
- 1 July 2009
- First provided advice
- 1985
- Qualifications
- Bachelor of Economics, University of New England (1978); Graduate Diploma in Applied Finance and Investments, Securities Institute of Australia (1987)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA); Tax Practioners Board
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Robert Bourgeois
On the Financial Advisers Register kept by ASIC, Paul Robert Bourgeois appears as a current financial adviser in Sydney, New South Wales, adviser number 001000508.
Advice is given under the Australian financial services licence of Newell Palmer Securities Pty Ltd, licence number 229264. That authorisation dates from 1 July 2009.
The register records 1985 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Economics (University of New England, 1978) and Graduate Diploma in Applied Finance and Investments (Securities Institute of Australia, 1987). Paul is recorded as a member of FINSIA, Financial Advice Association of Australia (FAAA) and Tax Practioners Board.
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.
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Questions people ask
Is Paul Robert Bourgeois a registered financial adviser?
Yes. Paul Robert Bourgeois is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000508.
Which licensee does Paul Robert Bourgeois work under?
Newell Palmer Securities Pty Ltd, Australian financial services licence 229264.
What can Paul Robert Bourgeois 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.