Financial Adviser · BUNDOORA, VIC

Paul Christopher Formica

BUNDOORA, VIC

1 Years experience

Tax advice
authorised

ASIC Registered · ADV 001313525

Currently at

Progressive Financial Solutions

Bundall, QLD (firm address)

View firm profile

About Paul Christopher Formica

Paul Christopher Formica is a financial adviser based in Bundoora, Victoria, with 1 year of experience in the financial services industry since 2025. Paul is currently authorised under Alliance Wealth, operating through Progressive Financial Solutions. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul holds a Bachelor of Commerce (Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Commerce (Financial Planning)

Deakin University

Registration History

Alliance Wealth Pty Ltd

Feb 2025 - Present Current

Not authorised to provide advice on Self-Managed Superannuation Funds, except for life insurance and contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register