PAUL ANDREW RATTRAY
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2005 - Master of Professional Accounting - Masters Degree (AQF 9) - Southern Cross University
2012 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2016 - Diploma of Financial Planning - Diploma (AQF 5) - AAMC Training Group
2016 - Margin Lending - Other - AAMC Training Group
2018 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.