Financial Adviser
· TWEED HEADS SOUTH, NSW
Paul Jackson
No disciplinary history on record with ASIC
TWEED HEADS SOUTH,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000339888
About Paul Jackson
Paul Jackson is a financial adviser based in Tweed Heads South, New South Wales, with 16 years of experience in the financial services industry since 2010. Paul is currently authorised under Count Financial Limited, operating through Count Financial. 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 of Business (Accounting and Financial Economics) from Griffith University. Paul is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business (Accounting and Financial Economics)
Griffith University
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Certified Practicing Accountants (CPA) Australia Program
CPA Australia
2018
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education