Financial Adviser
· SOUTHPORT, QLD
Paul Anthony Lohrey
No disciplinary history on record with ASIC
SOUTHPORT,
QLD
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306045
About Paul Anthony Lohrey
Paul Anthony Lohrey is a financial adviser based in Southport, Queensland, with 2 years of experience in the financial services industry since 2024. Paul is currently authorised under Trend Investor Services Proprietary Limited, operating through Aussie Wealth Advisory. 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.
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
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register