About Me

Paul has been involved in the financial services profession since 2003, primarily in a technical specialist capacity. Having previously worked at GESB Financial Advice for over 5 years, Paul was able to gain vast experience specialising in strategies designed to optimise the benefits of GESB Gold State Super and GESB West State Super. Paul focuses on the long term wealth creation and financial well-being of his clients using a combination of tailored strategic financial advice and a disciplined approach to the management of investment portfolios. He places a strong emphasis on building trust and long term relationships with his clients through regular and honest communication. Paul specialises in superannuation and retirement planning, personal insurance, Centrelink maximisation strategies, portfolio management and estate planning.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Unisuper Management Pty. Ltd.
CERTIFIED FINANCIAL PLANNER®