Financial Adviser · NORWEST, NSW

Paul Tamaschke

NORWEST, NSW
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008453
Currently at
Norwest, NSW (firm address)

About Paul Tamaschke

Paul Tamaschke is a financial adviser based in Norwest, New South Wales, with 23 years of experience in the financial services industry since 2003. Paul is currently authorised under Smart Financial Services, operating through Smart Wealth Financial. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Certified Financial Planner from CFP. Paul is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

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

Registration History

Nov 2022 - Present Current
Oct 2021 - Nov 2022 Ceased
Aug 2016 - Jun 2019 Ceased
May 2015 - Jun 2016 Ceased
Jun 2014 - May 2015 Ceased
Apr 2011 - May 2014 Ceased
Sep 2009 - Mar 2011 Ceased
Apr 2004 - Dec 2008 Ceased
Oct 2003 - Mar 2004 Ceased

Source: ASIC Financial Advisers Register