Paul Wheeler
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006950
- Location
- Warners Bay NSW 2282
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 11 November 2024
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2011); Statement of Attainment SMSF, Kaplan (2013); Advanced Diploma of Financial Planning, Kaplan (2015)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Wheeler
On the Financial Advisers Register kept by ASIC, Paul Wheeler appears as a current financial adviser in Warners Bay, New South Wales, adviser number 001006950.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 11 November 2024.
The register records 2011 as the year Paul first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan, 2011), Statement of Attainment SMSF (Kaplan, 2013) and Advanced Diploma of Financial Planning (Kaplan, 2015).
Paul is authorised to advise 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.
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Questions people ask
Is Paul Wheeler a registered financial adviser?
Yes. Paul Wheeler is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006950.
Which licensee does Paul Wheeler work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Paul Wheeler 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.