Financial Adviser
· SYDNEY, NSW
Paul Oliver
No disciplinary history on record with ASIC
SYDNEY,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001127
Paul Oliver is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry since 2006. Paul is currently authorised under E.f.d.b. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Bachelor of Business from University of Western Sydney. Paul is a member of Association of Independently Owned Financial Professionals (AIOFP) and TAI Practitioners & Advisers Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business
University of Western Sydney
2006
Dip.FS
Financial Services Institute of Australia
2008
Self Managed Super Fund Course
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional