Jose Pais
LEGACY PLANNING PTY LTD · Chermside QLD 4032 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000472745
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252Through authorised representative LEGACY PLANNING PTY LTD (no. 001322814)Since 13 August 2026
- Principal business address
- Chermside QLD 4032
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- CPA Australia (CPA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- All securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2026 – presentMILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252Through authorised representative LEGACY PLANNING PTY LTD (no. 001322814)
- CEASEDMay 2020 – Aug 2026MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252
- CEASEDJun 2016 – May 2020ELDERS FINANCIAL PLANNING PTY LTD · AFSL 224645
- CEASEDFeb 2015 – May 2016SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885
- CEASEDOct 2011 – Feb 2015WESTPAC FINANCIAL SERVICES LIMITED · AFSL 233716
- CEASEDOct 2007 – Oct 2011SUNCORP FINANCIAL SERVICES PTY LTD · AFSL 229885
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited · 2011 · Advanced Diploma (AQF 6)
Margin Lending and Geared Investments
Kaplan Education Pty Limited · 2011 · Other
Self Managed Superannuation Funds
Kaplan Education Pty Limited · 2011 · Other
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited · 2007 · Diploma (AQF 5)
Master of Accounting
Central Queensland University · 2007 · Masters Degree (AQF 9)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jose Pais claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jose Pais on Souffle yet.
Contacting Jose Pais
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LEGACY PLANNING PTY LTD
Authorised by MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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