Financial Adviser · NOOSA, QLD

Paul Jeffrey Briant

NOOSA, QLD

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000333833

Practice

Schuh Group

Gympie, QLD (practice address on ASIC register)

Licensed through Fyg Planners

View practice

About Paul Jeffrey Briant

Paul Jeffrey Briant is a financial adviser based in Noosa, Queensland, with 18 years of experience in the financial services industry since 2008. Paul works at Schuh Group, which is licensed through Fyg Planners. 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 Bachelor of Business with a major in Economics from Swinburne University of Technology. Paul is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Advanced Diploma of Financial Services (Financial Planning)

MLC

2014

Bachelor of Business with a major in Economics

Swinburne University of Technology

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Fyg Planners Pty Ltd

May 2020 - Present Current

Fitzpatricks Private Wealth Pty Ltd

Nov 2018 - Jan 2020 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Feb 2017 - Nov 2018 Ceased

GWM ADVISER SERVICES PTY LTD

Oct 2014 - Jul 2015 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Aug 2008 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register