PAUL DAVID BEGLEY
Financial Adviser · West Perth, WA
📚 Qualifications & Training
1994 - Bachelor of Commerce in Accounting & Business Law - - Curtin University of Technology
1998 - Associate Chartered Accountant - - Institute of Chartered Accountants
2003 - Graduate Diploma in Financial Planning - - Financial Services Institute of Australasia
2011 - SMSF Specialist Advisor - - Self Managed Superannuation Fund Association
2012 - Chartered Tax Adviser - - Tax Institute of Australia
🏢 Professional Memberships
Australian Institute of Company Directors
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Institute of Australia
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.