Financial Adviser
· NEWSTEAD, QLD
Paul Anthony Clark
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293536
Paul Anthony Clark is a financial adviser based in Newstead, Queensland, with 21 years of experience in the financial services industry since 2005. Paul is currently authorised under Lunaris Wealth. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul holds a Ethics and Professionalism in Financial Planning from Ethics - Kaplan Professional. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Ethics and Professionalism in Financial Planning
Ethics - Kaplan Professional
Registration History
Restriction on providing advice on SMSF establishment
No. The only restriction is on margin lending.
AAN WEALTH MANAGEMENT PTY LTD
ADVISER NETWORK PTY LTD
Source: ASIC Financial Advisers Register