Financial Adviser · WARRNAMBOOL, VIC

Paul Raymond Stafford

WARRNAMBOOL, VIC
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000249804
Currently at
Warrnambool, VIC (firm address)

About Paul Raymond Stafford

Paul Raymond Stafford is a financial adviser based in Warrnambool, Victoria, with 22 years of experience in the financial services industry since 2004. Paul is currently authorised under Qa Insurance. Paul holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Paul's qualifications include a Certified Financial Planner from Financial Planning Association. Paul is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance

Authorised to provide tax financial advice services

Qualifications and Training

2002
Certified Financial Planner
Financial Planning Association
2002
Diploma Financial Planning
Deakin University

Registration History

Nov 2022 - Present Current
Apr 2021 - Nov 2022 Ceased
Superannuation is limited to the following:the placement of insurance via the superannuation environment, the rollover of funds from superannuation to another to pay premiums, and the nomination of beneficiary/ies as it is a requirement under the SIS act.
Nov 2020 - Mar 2021 Ceased
Superannuation is limited to the following:the placement of insurance via the superannuation environment, the rollover of funds from superannuation to another to pay premiums, and the nomination of beneficiary/ies as it is a requirement under the SIS act.
Apr 2014 - Nov 2020 Ceased
Superannuation limited to:The placement of insurance via the superannuation environmentThe rollover of funds from a superannuation fund to another to pay for premiumsThe nomination of beneficiary(iers) as it is a requirement under the SIS Act.
ARTHUR J. GALLAGHER (LIFE SOLUTIONS) PTY LTD
Feb 2011 - Apr 2014 Ceased
Jan 2004 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register