Paul Ter Bogt
Financial Adviser in Winnellie, Northern Territory, Australia
Review Paul Ter Bogt
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000298957
- Location
- Winnellie NT 0820
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 23 March 2021
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Advising (8 units), Securities Institute Education (2004); SMSF Specialist Advisor (SSA) Accreditation Program, SMSF Association (2013); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Economic and Legal Context for Financial Planning Course (FPC001B), Kaplan Higher Education (2022); Estate and Succession Planning Course (FPC005), Kaplan Higher Education (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice in Self-Managed Super Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Ter Bogt
Paul Ter Bogt is a financial adviser in Winnellie, Northern Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000298957.
Paul provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 23 March 2021.
The register records 2006 as the year Paul first provided financial advice. The qualifications listed for Paul include Diploma of Financial Advising (8 units) (Securities Institute Education, 2004), SMSF Specialist Advisor (SSA) Accreditation Program (SMSF Association, 2013) and Ethics and Professionalism in Financial Advice Course (FPC002B) (Kaplan Higher Education, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice in Self-Managed Super Funds.”
Reviews
Nobody has reviewed Paul Ter Bogt here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul Ter Bogt a registered financial adviser?
Yes. Paul Ter Bogt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298957.
Which licensee does Paul Ter Bogt work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Paul Ter Bogt give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in Self-Managed Super Funds."