Paul Stefan Mann
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276270
- Location
- Sydney NSW 2000
- Licensee
- Amalgamated Financial Services Pty Ltd (AFSL 407238)
- Authorised since
- 7 January 2019
- First provided advice
- 2000
- Qualifications
- Foundation Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certificate IV in Finance and Mortgage Broking, Finance & Related Services Training Academy (FARSTA) (2015); Financial Advisers Exam, ACER (2020)
- Memberships
- FChFP - Fellow Chartered Financial Practitioner; 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Stefan Mann
On the Financial Advisers Register kept by ASIC, Paul Stefan Mann appears as a current financial adviser in Sydney, New South Wales, adviser number 000276270.
Advice is given under the Australian financial services licence of Amalgamated Financial Services Pty Ltd, licence number 407238. The current authorisation started on 7 January 2019.
According to the register, Paul first provided financial advice in 2000. The qualifications listed for Paul include Foundation Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003) and Certificate IV in Finance and Mortgage Broking (Finance & Related Services Training Academy (FARSTA), 2015). Professional memberships recorded: FChFP – Fellow Chartered Financial Practitioner and 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 9 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 Stefan Mann a registered financial adviser?
Yes. Paul Stefan Mann is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276270.
Which licensee does Paul Stefan Mann work under?
Amalgamated Financial Services Pty Ltd, Australian financial services licence 407238.
What can Paul Stefan Mann 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.