With a career in the finance industry beginning in 1989, Paul brings over three decades of experience across banking and financial planning. His professional journey has included pivotal roles in paraplanning, personal risk advising, and comprehensive financial planning. Since embarking on his financial advice career in 1997, Paul has focused on building enduring relationships with his clients, guiding them confidently through each life stage.
Paul’s expertise spans a wide range of advice areas, including:
- Wealth accumulation
- Personal risk advice
- Retirement planning
- Centrelink strategies
- Aged care
He is known for his empathetic approach and ability to tailor advice to meet the evolving needs of individuals and families alike.
Outside the Office
Away from the financial world, Paul is a passionate sports enthusiast. He actively participates as a field umpire in the Essendon District Football League (EDFL) and enjoys time outdoors in the garden, experimenting in the kitchen, and making memories with his family.
Qualifications and Professional Designations
- Associate Financial Planner (AFP)®
- Diploma of Financial Planning
- Diploma of Financial Planning (Financial Services)
