1. Home
  2. Financial Advisers Australia (FAA)
  3. Paul Anthony Clark

Paul Anthony Clark

Name
Paul Anthony Clark
ID
293536
ABN
–
First Provided Advice
2005
Restrictions
Not authorised to provide personal advice on SMSF

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2002 - Diploma of Financial Planning - CFP - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
  • 2011 - Margin Lending & Geared Investments - - Kaplan Professional
  • 2014 - Master of Business Administration - Masters Degree (AQF 9) - University of Southern Queensland
  • 2019 - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan Professional
  • 2019 - Self Managed Superannuation Funds Module - - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Aan Wealth Management Pty Ltd (#517548)
Commenced
Sept. 29, 2022
Ceased
Nov. 28, 2022
Status
Ceased
Licence Holder
Dirigere Advisory Pty Limited (#524371)
Commenced
Feb. 22, 2023
Ceased
Oct. 8, 2023
Status
Ceased
Licence Holder
Maven Capital Pty Ltd (#418504)
Commenced
Dec. 12, 2022
Ceased
Feb. 20, 2023
Status
Ceased
Licence Holder
Mine Super Services Pty Ltd (#502700)
Commenced
June 29, 2018
Ceased
Jan. 25, 2022
Status
Ceased
Licence Holder
Momentum Advice Pty Ltd (#520408)
Commenced
Oct. 9, 2023
Ceased
March 1, 2024
Status
Ceased
Licence Holder
Oreana Financial Services Pty Ltd (#482234)
Commenced
Feb. 18, 2022
Ceased
Sept. 9, 2022
Status
Current
Licence Holder
Lifestyle Asset Management Pty ltd (#288421)
Commenced
April 2, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Adviser Network Pty Ltd (#232729)
Commenced
Nov. 29, 2017
Ceased
June 29, 2018
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Sept. 14, 2017
Ceased
Oct. 12, 2017