Financial Adviser · SOUTH YARRA, VIC

Paul Darryl Greenwood

SOUTH YARRA, VIC
34 Years experience
Tax advice
authorised
ASIC Registered · ADV 000381104
Currently at
South Yarra, VIC (firm address)

About Paul Darryl Greenwood

Paul Darryl Greenwood is a financial adviser based in South Yarra, Victoria, with 34 years of experience in the financial services industry since 1992. Paul is currently authorised under Wealthspan Financial Services. 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 Master of Business (Banking & Finance) from Monash University. Paul is a member of Chartered Financial Analyst Institute (CFA Institute) and Chartered Institute for Securities & Investment.

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

2001
Diploma of Financial Planning
Deakin University
2013
Graduate Certificate of Finance and Banking
Swinburne University
2015
Master of Business (Banking & Finance)
Monash University
2020
Ethics For Financial Services
Ethics - Deakin University

Registration History

Jan 2023 - Present Current
MCA FINANCIAL PLANNERS PTY. LTD.
Mar 2010 - Jan 2023 Ceased

Source: ASIC Financial Advisers Register