PAUL DAVID GILBEY
Financial Adviser · Daglish, WA
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2008 - Certified Financial Planner Program - - Financial Planning Association of Australia (FPA)
2011 - Master of Finance - - Curtin University of Technology
2012 - Professional Certificate in Self Managed Superannuation Funds - - University of Adelaide
2014 - Master of Taxation - - Curtin University of Technology
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.