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- Financial Advisers Australia (FAA)
- 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