Financial Adviser · CHERRYBROOK, NSW

Paul Johnson Jayashekar

CHERRYBROOK, NSW
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000222888
Currently at
Bella Vista, NSW (firm address)

Paul Johnson Jayashekar is a financial adviser based in Cherrybrook, New South Wales, with 22 years of experience in the financial services industry since 2004. Paul is currently authorised under Templestone Financial Services, operating through Capitalwise Advisory Services. 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 PS 146 from Integratec. Paul is a member of Association of Independently Owned Financial Professionals (AIOFP).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excluding Standard Margin Lending Facility

Authorised to provide tax financial advice services

Qualifications and Training

2003
PS 146
Integratec
2011
Margin Lending and Geared Investments
Kaplan
2014
Certificate IV in Finance and Mortgage Broking
Kaplan

Registration History

Oct 2024 - Present Current
Excluding Standard Margin Lending Facility
Jul 2024 - Oct 2024 Ceased
Mar 2023 - Aug 2024 Ceased
Nov 2017 - Sep 2022 Ceased
ACN 130 288 578 PTY LTD
Mar 2015 - Nov 2017 Ceased
WEALTHSURE PTY LTD
Jul 2004 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register