PAUL LEONARD WRIGHT
Financial Adviser Ā· Fairy Meadow, NSW
š Qualifications & Training
1985 - Bachelor of Commerce in Accountancy - Bachelor Degree (AQF 7) - University of Wollongong
1986 - Chartered Accountant - Professional Designations - CAANZ
2003 - Certified Financial Planner - Professional Designations - FPA
2010 - ASX Securities - - LPac Online
2010 - Margin Lending - - Pinnacle
2010 - Self Managed Super Fund Course - - Pinnacle
2014 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Governance Institute of Australia
Tax Institute of Australia (TIA)
ā¹ļø 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.