Financial Adviser · PARRAMATTA, NSW

Paul Messerschmidt

PARRAMATTA, NSW

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000276809

Currently at

Psk Financial Services Group

Sydney, NSW (firm address)

View firm profile

About Paul Messerschmidt

Paul Messerschmidt is a financial adviser based in Parramatta, New South Wales, with 26 years of experience in the financial services industry since 2000. Paul is currently authorised under Psk Advisory Services, operating through Psk Financial Services 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 Master 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 Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2002

8 unit Diploma of Financial Advising

Financial Services Institute of Australasia

2005

Self Managed Superannuation Funds

Kaplan Professional

2011

Margin Lending and Geared Investments

Kaplan Professional

2016

Graduate Certificate in Financial Planning

Kaplan Professional

2017

Master of Financial Planning

Kaplan Professional

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd

Sep 2022 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Psk Advisory Services Pty Ltd

Feb 2022 - Sep 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or derivatives.

Charter Financial Planning Limited

Aug 2014 - Aug 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

STRATEGIC WEALTH SOLUTIONS PTY LIMITED

Oct 2012 - Aug 2014 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Jun 2006 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register