Financial Adviser
· THIRROUL, NSW
Paul Alexander Macfarlane
No disciplinary history on record with ASIC
THIRROUL,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247176
Paul Alexander Macfarlane is a financial adviser based in Thirroul, New South Wales, with 20 years of experience in the financial services industry since 2006. Paul is currently authorised under Insight Investment 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 Graduate Diploma of Financial Planning from 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
2013
Self Managed Superannuation Funds
Kaplan Professional
2018
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Accredited Listed Product Adviser
Kaplan