About Me

Paul is an experienced financial adviser who has spent nearly 25 years in the financial services industry. During this time, Paul has also worked in investment, corporate, property and accounting related areas.Paul specialises in looking after working professionals and business owners. He understands that even though they are capable of managing their own financial affairs, they are often just too busy. In a process of collaboration, Paul's role is to ensure they are making the right financial decisions so that they can enjoy their lives and reach retirement sooner.An area of interest close to Paul's heart is the wellbeing of medical practitioners, having grown up in a medical family and having been married to a doctor for over 20 years. Paul is very aware of the many financial pitfalls doctors can fall into but, more importantly, what remedies can be used to fix these issues.Married with three children, Paul still finds time to indulge his passion for sport and enjoys surfing, golf, skiing and bike riding. Paul was a foundation member of the Brumbies and an ardent rugby fan. Paul is extremely well qualified to be providing financial advice. He has a Bachelor of Economics, a Diploma of Financial Planning, a Diploma - Securities Institute of Australia and is a member of the accounting body CPA Australia.