Paul Elkington

DJ Carmichael

At DJ Carmichael we help people and organisations to formulate, implement and manage strategies with which to achieve their financial goals. We do this by applying sound principles together with progressive thinking and strong business relationships.

Our In house portfolio management system, Direct Australian Equities experience and approval to use a number of large Australian Platform Providers allows me to develop flexible investment structures for wealth creators to retirees.

Having just received the Responsible Investment Association of Australasia (RIAA) Financial Planning Certification, I would love to assist those who want to adapt the principles of responsible investment considerations into the construction of your portfolio to meet your lifestyle needs.

CERTIFICATION DETAILS

Certified by RIAA since: 2010

Fees and charges structure: A combination of fee for service and commission

Qualifications:

  • Dip. Financial Services (Fin. Planning)
  • A Fin. AFP

Financial Adviser since: 2010

Offering responsible investment advice since: 2010

What responsible investment services do you offer?

  • Superannuation & Retirement Planning
  • Investments
  • Margin Lending
  • Direct Shares
  • Deposit products

Which responsible investment products do you provide advice on?

  • Direct Share Investment in Australian Equities
  • RI Managed investments options within the following approved platforms:
    • AET (Tower Trust Portfolio Management Service
    • AMP Flexible Super (includes Flexible Lifetime Super and Investment)
    • AVIVA Navigator Platform
    • AXA Summit Master Trust (Includes IPAC iAccess Platform)
    • BT Wrap
    • Colonial First State First Choice Wholesale Platform
    • Praemium Portfolio Services (DJ Carmichael badged Superannuation and Investment management platform)
    • RI Managed Investments outside of approved platforms or used within AET or Premium portfolio service platforms for investment and SMSF management:
    • Margin lending approved investments and direct equities through these providers

CONTACT DETAILS

Paul Elkington
DJ Carmichael
Suite 3, The Boardwalk, 7 Railway Terrace, Rockingham WA 6168
Phone: 08 9528 5911
Email: pelkington@djcarmichael.com.au
Website: www.djcarmichael.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Paul Elkington. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: September 2010