Financial Adviser
· BAHRS SCRUB, QLD
Penelope Miriam Evelyn Paton
No disciplinary history on record with ASIC
BAHRS SCRUB,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267104
About Penelope Miriam Evelyn Paton
Penelope Miriam Evelyn Paton is a financial adviser based in Bahrs Scrub, Queensland, with 8 years of experience in the financial services industry since 2018. Penelope is currently authorised under Guardian Associates. Penelope holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Penelope's qualifications include a Bachelor of Commerce- Fin/FP from Griffith University. Penelope 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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce- Fin/FP
Griffith University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional