Financial Adviser · BROOKVALE, NSW

Paul Matthew Sholl

BROOKVALE, NSW
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000344581
Currently at
Sydney, NSW (firm address)

Paul Matthew Sholl is a financial adviser based in Brookvale, New South Wales, with 16 years of experience in the financial services industry since 2010. Paul is currently authorised under Oreana 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 Bachelor Degree from - Deakin University. 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 Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999
Diploma
- Gordon Institute
2000
Bachelor Degree
- Deakin University
2004
Advanced Diploma
- ThreeSixty

Registration History

Jan 2019 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Feb 2010 - Jan 2019 Ceased

Source: ASIC Financial Advisers Register