PAUL JAMES SUMMERS
Financial Adviser · Stirling, WA
📚 Qualifications & Training
1996 - Bachelor of Arts (Accounting & Finance) - Bachelor Degree (AQF 7) - University of West of England (UK)
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2011 - Margin Lending and Geared Investments Program - Other - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.