Paula Parsons
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Paula Parsons is an ASIC-registered financial adviser based in Maroubra, NSW, dedicated to helping her clients achieve their financial goals with tailored advice and comprehensive planning. Paula's commitment to excellence is reflected in her qualifications, including the Cavendish & ICFS Specialist SMSF Course from The University of Adelaide (2011), her designation as an SMSF Specialist Advisor from the SMSF Association (2011), and her Graduate Diploma of Financial Planning from Kaplan Higher Education (2023). As a member of the Financial Advice Association of Australia (FAAA), Paula adheres to the highest ethical and professional standards. Authorised to provide advice on a broad range of financial products, Paula specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, Paula can provide the guidance you need. Contact Paula today to arrange a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Paula Parsons offer?
Paula Parsons provides advice on a range of financial areas including superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Paula Parsons have?
Paula holds the Cavendish & ICFS Specialist SMSF Course certification from The University of Adelaide, is an SMSF Specialist Advisor (SMSF Association), and has a Graduate Diploma of Financial Planning from Kaplan Higher Education.
How can Paula Parsons help me with my retirement planning?
Paula can assess your current financial situation, help you set retirement goals, and develop a tailored strategy to help you achieve those goals. This includes advice on superannuation, investments, and other retirement income streams.
What can I expect during my first consultation with Paula?
During your initial consultation, Paula will take the time to understand your financial situation, goals, and risk tolerance. She'll explain her advice process and discuss how she can help you achieve your objectives. This is a great opportunity to ask questions and determine if Paula is the right adviser for you.
Is Paula Parsons an ASIC-registered financial adviser?
Yes, Paula Parsons is an ASIC-registered financial adviser, meaning she is authorised to provide financial advice in Australia and adheres to the regulations set by the Australian Securities & Investments Commission.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.