Paul Xavier Israel
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328571
- Location
- Sydney NSW 2000
- Licensee
- Peak Investment Holdings Pty Ltd (AFSL 304008)
- Authorised since
- 6 August 2019
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce Major Economics & Business Law, Macquarie University (1997); Post Graduate Diploma Applied Finance & Investment, Securities Institute Australia (2001); Sdia Accreditation Program Asic PS146, Deakin Prime University (2002); Certificate of Attainment Margin Lending & Geared Investments, Kaplan Professional (2011); Statement of Attainment Superannuation and SMSF, Financial Education Professionals (2015); FASEA Financial Adviser Exam, FASEA (2021)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, standard margin lending
- Register status
- Current
About Paul Xavier Israel
Paul Xavier Israel is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000328571.
The licensee Paul advises under is Peak Investment Holdings Pty Ltd (AFS licence 304008). The current authorisation started on 6 August 2019.
According to the register, Paul first provided financial advice in 2008. The qualifications listed for Paul include Bachelor of Commerce Major Economics & Business Law (Macquarie University, 1997), Post Graduate Diploma Applied Finance & Investment (Securities Institute Australia, 2001) and Sdia Accreditation Program Asic PS146 (Deakin Prime University, 2002).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products and standard margin lending.
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Questions people ask
Is Paul Xavier Israel a registered financial adviser?
Yes. Paul Xavier Israel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328571.
Which licensee does Paul Xavier Israel work under?
Peak Investment Holdings Pty Ltd, Australian financial services licence 304008.
What can Paul Xavier Israel give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; standard margin lending.