Paul Korst

Name
Paul Korst
ID
258072
ABN
–
First Provided Advice
2001

Qualifications

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

  • 2001 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
  • 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
  • 2013 - Margin Lending - Other - Kaplan Professional
  • 2013 - Securities - Other - Kaplan Professional
  • 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
  • 2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

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

Licencee

Status
Ceased
Licence Holder
Pac Financial Pty. Ltd. (#534310)
Commenced
Dec. 18, 2023
Ceased
May 16, 2025
Status
Current
Licence Holder
Fortnum Private Wealth ltd (#357306)
Commenced
June 16, 2025

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
A.c.n. 133 593 012 Pty Ltd (#331367)
Commenced
Oct. 21, 2014
Ceased
Nov. 28, 2014
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Feb. 4, 2013
Ceased
Sept. 13, 2013
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
April 14, 2009
Ceased
June 1, 2012
Status
Ceased
Licence Holder
Financial Wisdom Limited (#231138)
Commenced
July 28, 2015
Ceased
Feb. 20, 2017
Status
Ceased
Licence Holder
Guild Superannuation Services Limited (#225590)
Commenced
July 2, 2012
Ceased
Feb. 3, 2013
Status
Ceased
Licence Holder
Wealth Market Pty Ltd (#482898)
Commenced
Feb. 23, 2017
Ceased
July 13, 2019
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Dec. 9, 2013
Ceased
Sept. 22, 2014