MenuPaul Stone CFP®
About Me
I am the Founder and Managing Director of Stone Wealth with over 20 years industry experience. Prior to establishing Stone Wealth I was Director of Private Wealth at Carnbrea & Co, Ltd who remain the Licensee. Over the years I have built and maintained trusted long-term relationships, providing individually tailored wealth management solutions to high net wealth individuals and families, trusts, estates and foundations.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 26 Years -
Licensed By Carnbrea & Co. Ltd.
