PAUL GRAHAM HEANLY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1990 - Bachelor of Economics - - University of Newcastle
1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle
2001 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2001 - Diploma of Financial Planning - - Financial Planning Association (FPA)
2019 - ASX Listed Product Accreditation Course (LPAC) - Other - LPAC Online
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
AFP - Financial Planner (FPA)
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.