PAUL ATKIN
Financial Adviser · East Maitland, NSW
📚 Qualifications & Training
1996 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA)
2006 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2008 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2015 - TASA and the TPB Code of Professional Conduct - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.