PAUL THOMAS SHAY
Financial Adviser · Wodonga, VIC
📚 Qualifications & Training
1987 - Certificate of Business Studies - Banking - - Yallourn College of TAFE
1997 - Diploma of Financial Planning - - Deakin University
1999 - Certified Financial Planner - - Financial Planning Association of Australia
2021 - Ethics for Professional Advisers bridging unit - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.