Paul Ambrose

About Me

Having worked across a range of businesses, from small practices to large institutions, my expertise and experience has helped people to meet their financial goals. I am passionate about helping people and understanding what's important to them in life. My focus on service has given customers confidence in their holistic financial planning needs. I love a challenge, particularly on projects to improve customer outcomes and have extensive experience with superannuation and retirement planning.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By Industry Fund Services Limited