Paul has been working in financial services for more than 20 years and holds the professional CERTIFIED FINANCIAL PLANNER® designation. This is sought after by many consumers when seeking a Financial Adviser and one of the most widely recognised credentials in the financial planning industry.
He also holds a Master of Financial Planning, Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning). Due to his deep knowledge and understanding of client’s needs, he is also appointed by the Courts to provide advice to those with catastrophic injuries.
With a wealth of experience in assisting clients in building, protecting and the eventual transfer of wealth, he is able to assist clients in the development of appropriate highly effective investment strategies and structures that addresses their objectives and financial goals.
Paul is able to provide an understanding of what may be required, through clear direction and his approach to providing advice that takes into account a clients financial picture (whether an individual, business or SMSF) and stay on track to achieve their wealth objectives.
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