Financial Adviser
· THORNLANDS, QLD
Paul Bonney
No disciplinary history on record with ASIC
THORNLANDS,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000297779
Licensee
Thornlands, QLD (licence address on ASIC register)
About Paul Bonney
Paul Bonney is a financial adviser based in Thornlands, Queensland, with 20 years of experience in the financial services industry since 2006. Paul is currently authorised under Cable House Financial Planning. 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 Graduate Diploma Financial Planning from Kaplan Professional. Paul is a member of Finance Brokers Association of Australia.
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
2006
Advanced Diploma of Financial Services
Kaplan
2006
Diploma of Financial Services
Kaplan
2007
SMSF Specialist Accreditation
Kaplan
2013
Certificate IV Mortgage Broking
Kaplan
2020
Graduate Diploma Financial Planning
Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
A.C.N. 140 520 225 PTY LTD
CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
W B FINANCIAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register