PAUL GREGORY BLAKE

Financial Adviser Β· Perth, WA

Registered

Registration Number

000327528

Registration Status

Registered

Location

Perth, WA 6000

Providing Advice Since

2006

Registration Date

29/01/2009

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

πŸ“š Qualifications & Training

2004 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Curtin University
2007 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2022 - Income Tax Law - Other - Griffith University
2023 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University
2023 - Principles of Business and Corporations Law - Other - Griffith University
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith 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.