Paula Loschi
Financial Adviser in Bungalow, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000422901
- Location
- Bungalow QLD 4870
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 29 April 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), International Institute of Technology (2012); Self Managed Superannuation Funds Program, Mentor Education (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, 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 Paula Loschi
Paula Loschi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bungalow, Queensland (adviser number 000422901).
The licensee Paula advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 29 April 2024.
According to the register, Paula first provided financial advice in 2012. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Advanced Diploma of Financial Services (Financial Planning) (International Institute of Technology, 2012) and Self Managed Superannuation Funds Program (Mentor Education, 2014). Paula is recorded as a member of Financial Advice Association of Australia (FAAA).
Paula is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Paula Loschi a registered financial adviser?
Yes. Paula Loschi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000422901.
Which licensee does Paula Loschi work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Paula Loschi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.