Financial Adviser
· WODONGA, VIC
Paul Thomas Shay
No disciplinary history on record with ASIC
WODONGA,
VIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239914
About Paul Thomas Shay
Paul Thomas Shay is a financial adviser based in Wodonga, Victoria, with 35 years of experience in the financial services industry since 1991. Paul is currently authorised under Chinsha. 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 Certified Financial Planner from Financial Planning Association of Australia. Paul 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Certificate of Business Studies
- Yallourn College of TAFE
1997
Diploma of Financial Planning
Deakin University
1999
Certified Financial Planner
Financial Planning Association of Australia
2021
Ethics for Professional Advisers bridging unit
Ethics - Kaplan Higher Education