Paul Bogt
Financial Adviser
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About
Paul Bogt is an ASIC-registered financial adviser based in Winnellie, NT, dedicated to helping clients achieve their financial goals with tailored advice and solutions. With a Diploma of Financial Advising from the Securities Institute Education (2004) and specialist accreditation as an SMSF Advisor (2013) from the SMSF Association, Paul combines experience with ongoing professional development, including Ethics and Professionalism in Financial Advice (2020) and advanced courses in Economic and Legal Context, and Estate and Succession Planning (2022) from Kaplan Higher Education. As a member of the Financial Advice Association of Australia (FAAA), Paul adheres to the highest ethical standards and provides advice across a range of financial products, including superannuation, insurance, and retirement planning. Paul is authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Paul is passionate about empowering clients to make informed decisions and secure their financial futures. • Superannuation advice to maximize your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Retirement planning strategies to ensure a comfortable and secure future • Investment advice to help you grow your wealth • SMSF advice Ready to take control of your financial future? Contact Paul today to schedule a consultation and discover how personalized financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Paul Bogt offer?
Paul Bogt provides comprehensive financial advice, including superannuation strategies, retirement planning, insurance solutions, and investment guidance. He is also an SMSF Specialist Advisor.
What are Paul Bogt's qualifications?
Paul holds a Diploma of Financial Advising, is an SMSF Specialist Advisor, and has completed courses in Ethics and Professionalism, Economic and Legal Context, and Estate and Succession Planning from Kaplan Higher Education.
How does Paul Bogt approach financial planning?
Paul takes a client-focused approach, tailoring advice to individual needs and goals. He emphasizes education and empowerment, ensuring clients understand their options and make informed decisions.
What can I expect during my first meeting with Paul Bogt?
During your initial consultation, Paul will take the time to understand your financial situation, goals, and risk tolerance. He'll explain his services and how he can help you achieve your objectives.
Why should I choose Paul Bogt as my financial advisor?
Paul's qualifications, experience, and commitment to ethical practice make him a trusted advisor. He provides personalized advice, ongoing support, and a holistic approach to financial planning.
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