- CERTIFIED FINANCIAL PLANNER™
- Bachelor of Commerce in Finance & Marketing
- Diploma of Financial Planning
- Certificate of Superannuation Management
In addition to wealth creation strategies and investment education, I have extensive consulting experience with a number of well-known Australian companies and their corporate superannuation plans.
I look after a range of people, helping them to plan, create and protect wealth for their future within the parameters they are comfortable with.
A lateral thinker, I understand that every individual is different, and the best approach and strategy varies from person to person. I seek first to listen and understand my client’s specific needs then incorporate their entire situation to present a variety of options that meet their requirements, and ideally identify further opportunities for savings, efficiency or greater returns.
I have had the privilege of two accomplished mentors, both now retired, but who have been able to pass their wisdom onto me. This coupled with my experience, and long-term commitment to build my knowledge and expertise in this industry have enabled me to create a successful and significant business over the 2 last decades.
With the unique combination of experience, proven track record and youth, I have the longevity to be there for my clients as they transition through each stage of their lifetime. The greatest source of pride in my business is the number of referrals we receive. Confidence is paramount and there is no greater compliment than satisfied clients referring their family and friends to us.
My qualifications include Bachelor of Commerce (Finance and Marketing) from University of New England, in addition to a Diploma of Financial Planning from Deakin University. I am a Certified Financial Planner™ with the Financial Planning Association Australia (FPAA).
Out of the office you will find me spending time with my beautiful family, and enjoying the outdoors either, playing, coaching or watching sport. I love to surf, and travel, especially where I get to indulge both these passions.
Paul's ideas of Financial Freedom
My idea of financial freedom is what I strive to achieve for my clients; that is, be in a financial position in retirement to be able to have choices. Choices to go where I like and do what I like when I want and not having to worry about where I find the money to do it with.