Financial Adviser · MELBOURNE, VIC

Paul John Clements

MELBOURNE, VIC
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000286809
Currently at
Melbourne, VIC (firm address)

About Paul John Clements

Paul John Clements is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. Paul is currently authorised under Nexia Melbourne Financial Services, operating through Nexia Melbourne Wealth Strategies. 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 Commerce from University of Melbourne. Paul is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

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

1986
Bachelor of Commerce
University of Melbourne
2004
Graduate Certificate in Financial Planning
FINSIA Education (Kaplan Professional)
2011
Margin Lending & Geared Investments
Kaplan Professional
2017
Tier1: (923) Securities
Kaplan Professional

Registration History

Aug 2023 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Dec 2019 - Jul 2023 Ceased
Mar 2005 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register