Paul Tamaschke

Name
Paul Tamaschke
ID
1008453
ABN
First Provided Advice
2003

Qualifications

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

  • 2005 - Graduate Diploma in Applied Finance and Investment - - Securities Institute of Australia
  • 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor
  • 2009 - Self Managed Superannuation Funds - Other - Kaplan
  • 2010 - Margin Lending and Geared Investments - Other - Kaplan
  • 2011 - Certified Financial Planner - Other - CFP

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
Synchron Advice Pty Ltd (#243313)
Commenced
Oct. 18, 2021
Ceased
Nov. 2, 2022
Status
Current
Licence Holder
Smart Financial Services Pty ltd (#542371)
Commenced
Nov. 3, 2022

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
Citigroup Pty Limited (#238098)
Commenced
May 18, 2015
Ceased
June 24, 2016
Status
Ceased
Licence Holder
Psk Advisory Services Pty Ltd (#234656)
Commenced
April 1, 2011
Ceased
May 1, 2014
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Sept. 1, 2009
Ceased
March 1, 2011
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
June 4, 2014
Ceased
May 14, 2015
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Aug. 30, 2016
Ceased
June 28, 2019