PAULA GARNHAM

Financial Adviser ยท Wattle Grove, WA

Registered

Registration Number

000338965

Registration Status

Registered

Location

Wattle Grove, WA 6107

Providing Advice Since

1999

Registration Date

02/08/2019

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

๐Ÿ“š Qualifications & Training

2006 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2007 - Self Managed Superannuation Funds - Other - Tribeca
2008 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional

๐Ÿข Professional Memberships

National Tax and Accountants Association (NTAA)

โ„น๏ธ 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.