Financial Adviser
· MAROOCHYDORE, QLD
Paul John Farrelly
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003430
About Paul John Farrelly
Paul John Farrelly is a financial adviser based in Maroochydore, Queensland, with 21 years of experience in the financial services industry since 2005. Paul is currently authorised under Australian Mortgage And Financial Advisers, operating through Mbfg Fp. 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 Arts (Social Sciences) from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Arts (Social Sciences)
Monash University
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2008
Self Managed Super Funds
Financial Essentials
2011
Margin Lending and Geared Investments
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan
Registration History
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register