PAUL ANTHONY REILLY

Financial Adviser · Young, NSW

Registered

Registration Number

000309689

Registration Status

Registered

Location

Young, NSW 2594

Providing Advice Since

2007

Registration Date

23/01/2007

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited
2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management Australia (TMA)
2014 - SMSF Course - Other - University of Adelaide
2021 - MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University
2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

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.