About Me

Paul has been involved in the provision of financial advice since 1988. As an experienced adviser Paul knows that circumstances, needs and aspirations of people change over time. He knows, it is not just about investments, it's about developing a trusted ongoing relationship to assist people in making smart financial decisions which allows them to achieve their lifetime goals. Paul specialises in the complex fields of retirement planning, sustainable income in retirement and Self Managed Superannuation Funds. He is also qualified to advise clients in relation to direct equities and share market portfolio development. Paul can work with you to put together a strategic advice plan that is reviewed and updated over time as circumstances change. Paul holds a Diploma of Financial Planning and a Diploma of Superannuation Management, along with the internationally recognised Certified Financial Planner™ practitioner designation, the highest qualification within the financial planning industry. Outside of work Paul is also a guest finance presenter on ABC radio in Mt Gambier and can be heard every second Monday at 9.30 am. He is also on the Board of St Martins Lutheran College,