PAUL MOREHEAD
Financial Adviser · Jordan Springs, NSW
📚 Qualifications & Training
1989 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England
1995 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - The National Finance Institute
2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - The National Finance Institute
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.