Paul Vukman
Financial Adviser in Balcatta, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000287319
- Location
- Balcatta WA 6021
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 21 November 2023
- First provided advice
- 2005
- Qualifications
- Margin Lending & Geared Investments, Kaplan (2010); Accredited Listed Product Adviser Program, Kaplan (2024)
- 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
- Restriction
- Superannuation advice excludes self-managed superannuation funds and Securities exclude Direct Equities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Vukman
On the Financial Advisers Register kept by ASIC, Paul Vukman appears as a current financial adviser in Balcatta, Western Australia, adviser number 000287319.
Paul provides advice as an authorised representative of Insight Investment Services Pty Ltd, which holds Australian financial services licence 309996. The current authorisation started on 21 November 2023.
According to the register, Paul first provided financial advice in 2005. Qualifications and training on file include Margin Lending & Geared Investments (Kaplan, 2010) and Accredited Listed Product Adviser Program (Kaplan, 2024).
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: “Superannuation advice excludes self-managed superannuation funds and Securities exclude Direct Equities.”
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Questions people ask
Is Paul Vukman a registered financial adviser?
Yes. Paul Vukman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000287319.
Which licensee does Paul Vukman work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Paul Vukman 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. It also records this restriction: "Superannuation advice excludes self-managed superannuation funds and Securities exclude Direct Equities."