PAUL JOHN PARSONS
Financial Adviser · Sutherland, NSW
📚 Qualifications & Training
1999 - Financial Planning Principles and Practice - Diploma (AQF 5) - Securities Institute
2001 - DFP003 Investment Planning 1 - Diploma (AQF 5) - FPA
2001 - Superannuation & Retirement Planning - Diploma (AQF 5) - Kaplan Professional Education
2002 - Risk Management - Diploma (AQF 5) - Kaplan Professional Education
2002 - Taxation Planning - Diploma (AQF 5) - Kaplan Professional Education
2003 - Diploma of Financial Services - Diploma (AQF 5) - The Commonwealth Bank of Australia
2005 - Estate Planning - Diploma (AQF 5) - Kaplan Professional Education
2005 - Investment Planning 2 - Diploma (AQF 5) - Kaplan Professional Education
2024 - Commercial Law - Other - Kaplan Professional Education
2024 - Tax for Financial Advising - Other - Kaplan Professional Education
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.