Financial Adviser
· PERTH, WA
John Paul Vailes
No disciplinary history on record with ASIC
PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270695
About John Paul Vailes
John Paul Vailes is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. John is currently authorised under Bdhsterling AFSL. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. John is a member of Chartered Financial Analyst Institute (CFA Institute).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
CII Level 6 Advanced Diploma in Financial Planning
The Chartered Insurance Institute
2017
Chartered Financial Planner
The Chartered Insurance Institute
2018
Diploma of Financial Planning
Monarch Institute
2022
Chartered Financial Analyst
CFA Institute
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited