Financial Adviser
· BENDIGO, VIC
Paul Dennett
No disciplinary history on record with ASIC
BENDIGO,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002441
Paul Dennett is a financial adviser based in Bendigo, Victoria, with 18 years of experience in the financial services industry since 2008. Paul is currently authorised under Bridges Financial 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 Master of Financial Planning from Kaplan Education Pty Ltd. Paul is a member of Asia Pacific Financial Services Association and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning) FNS50804
GWM Adviser Services Ltd
2010
FNSASICR503A Provide Advice in Margin Lending
GWM Adviser Services Ltd
2011
Advanced Diploma of Financial Services (Financial Planning) FNS60404
GWM Adviser Services Ltd
2017
Master of Financial Planning
Kaplan Education Pty Ltd
2018
Fellow Chartered Financial Practitioners (FChFP)
Association of Financial Advisers (AFA)