- Diploma of Financial Planning
- Associate of the Financial Planning Association
- Certificate in Applied Self-Managed Super Fund Advice
Paul Jackson has worked in the financial services industry since 1978. He has worked as Branch Manager, Relationship Manager and Financial Planner for two of the "Big Four" banks based here in Queensland. He has been an Authorised Representative since 1994. Paul has worked in the specialised area of Self Managed Super, direct asset investing and in recent times particularly with retirees. He has had extensive Centrelink experience. Paul has also lectured final year students in Bachelor of Financial Planning at Griffith University in "Retirement and Estate Planning".
Paul has completed the Financial Planning Principles and Practice Course at Securities Institute Education as well as graduating from the Diploma of Financial Planning at Deakin University. He has been recognised as an Associate of the Financial Planning Association of Australia (Practitioners Division).
Paul has had a wide range of experience, the most recent being fine-tuning clients situation to obtain the best Centrelink outcome. He has also been involved in salary packaging advice and long term wealth creation strategies. Paul has also assisted clients manage the investment of deceased estate assets.
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