Paul Moran CFP®

Paul Moran CFP®

About Me

Dr Paul Moran is a Certified Financial Planner with industry experience dating from 1995. He is a Principal Financial Planner and Authorised Representative of Moran Partners Financial Planning Pty Ltd, a fee-based and privately owned practice with no links to financial institutions. He has lectured across all areas of financial planning over the past 21 years and is an expert in Superannuation and all aspects of retirement planning. Paul was both the Victorian and Australian Financial Planner of the Year for 2004, FINSIA Practitioner Award Winner 2003, and a member of the Australian Financial Review Smart Investor Top 50 Financial Planning Master Class in 2004, 2006 & 2011. Additionally, Paul is regularly quoted in the Australian Financial Review, The Melbourne Age, and Sydney Morning Herald. He specialises in behavioural finance and decision-making, and he has high-level technical expertise in superannuation, investment planning, retirement planning, and strategic financial planning.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Doctoral Degree
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Mpfinplan Pty. Ltd.
  • Advice fees
    Advice Fees From $2,850
CERTIFIED FINANCIAL PLANNER®