Financial Adviser
· REDCLIFFE, QLD
Paul Friedrich
No disciplinary history on record with ASIC
REDCLIFFE,
QLD
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263880
Practice
Redcliffe, QLD (practice address on ASIC register)
Licensed through Alliance Wealth
About Paul Friedrich
Paul Friedrich is a financial adviser based in Redcliffe, Queensland, with 36 years of experience in the financial services industry since 1990. Paul works at Proplan Financial Services, which is licensed through Alliance Wealth. 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 Diploma of Financial Planning (DFP 1-8) from Financial Planning Association (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2012
RG146 Provide advice in Margin Lending
MLC ThreeSixty
2023
SMSF Specialist Online Course
SuperConcepts & University of Adelaide (ICFS)
2024
Margin Lending Specialist
Kaplan Professional