Financial Adviser
· LIVERPOOL, NSW
Paul John Parsons
No disciplinary history on record with ASIC
LIVERPOOL,
NSW
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003904
Paul John Parsons is a financial adviser based in Liverpool, New South Wales, with 28 years of experience in the financial services industry since 1998. Paul is currently authorised under Ri Advice Group. 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 Diploma of Financial Services from The Commonwealth Bank of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Superannuation: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
1999
Financial Planning Principles and Practice
Securities Institute
2001
DFP003 Investment Planning 1
FPA
2001
Superannuation & Retirement Planning
Kaplan Professional Education
2002
Risk Management
Kaplan Professional Education
2002
Taxation Planning
Kaplan Professional Education
2003
Diploma of Financial Services
The Commonwealth Bank of Australia
2005
Estate Planning
Kaplan Professional Education
2005
Investment Planning 2
Kaplan Professional Education
2024
Commercial Law
Kaplan Professional Education
2024
Tax for Financial Advising
Kaplan Professional Education
Registration History
Superannuation: Not authorised to provide SMSF advice.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register