PAUL JOSEPH CASE
Financial Adviser · Norwood, SA
📚 Qualifications & Training
1990 - Bachelor of Economics - - Adelaide University
1992 - Chartered Accountant - - Chartered Accountants Australia New Zealand
2019 - Margin Lending & Geared Investments - - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.