PAUL L FEENEY

Financial Adviser · Sydney, NSW

Registered

Registration Number

001267471

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2002

Registration Date

11/09/2018

Financial Services Licensee

OTIVO PTY LTD

Licence #000485665

📚 Qualifications & Training

2004 - Diploma of Financial Advising - - Securities Institute
2007 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
2018 - DFP5v3 Tax for Financial Advising - - Kaplan Professional
2018 - TASACLv2 Commercial Law - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

🏢 Professional Memberships

Tax Practitioners Board

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.