Paul Begley
Resume
Paul Begley is a director and co owner of Alliance Investment & Retirement Services and has been providing financial planning and investment advice to clients since 2003 specialising in Self Managed Superannuation Funds.
Prior to joining Alliance, Paul worked as a tax consultant for a major accounting firm before spending seven years as a Private Client Stockbroker in Sydney and Perth. His background as a chartered accountant provides the Alliance team with the skills to guide clients on more complex financial arrangements. Paul also chairs our Investment Committee and thoroughly enjoys researching investments.
Paul holds the following qualifications and professional membership:
- Bachelor of Commerce in Accounting and Business Law
- Associate Chartered Accountant – Financial Planning Specialist
- ASX Derivatives Accreditation
- NASD Series 7 Accreditation
- Currently completing Graduate Diploma in Financial Planning (SIA)
Specialist member of SMSF Professionals'
Association of Australia Limited (SPAA).
Authorised Representative No 227870.