Penelope Miriam Evelyn Paton
Financial Adviser in Bahrs Scrub, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267104
- Location
- Bahrs Scrub QLD 4207
- Licensee
- Guardian Associates Pty Ltd (AFSL 238281)
- Authorised since
- 1 August 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce- Fin/FP, Griffith University (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Penelope Miriam Evelyn Paton
Penelope Miriam Evelyn Paton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bahrs Scrub, Queensland (adviser number 001267104).
Advice is given under the Australian financial services licence of Guardian Associates Pty Ltd, licence number 238281. That authorisation dates from 1 August 2018.
The register records 2018 as the year Penelope first provided financial advice. Qualifications and training on file include Bachelor of Commerce- Fin/FP (Griffith University, 2015) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Penelope Miriam Evelyn Paton a registered financial adviser?
Yes. Penelope Miriam Evelyn Paton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267104.
Which licensee does Penelope Miriam Evelyn Paton work under?
Guardian Associates Pty Ltd, Australian financial services licence 238281.
What can Penelope Miriam Evelyn Paton 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.