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Paul Stephan CFP®

About Me

Paul specialises in retirement and pre-retirement space, helping consumers navigate the complexity to provide clarity, confidence and certainty.

Paul is passionate about the positive impact quality financial advice can have on Australian's which, goes beyond monetary value.

Paul studied philosophy at the International School of Philosophy in Perth and uses this education to enhance his ability to deliver a holistic client experience. He also volunteers his time as a Justice of the Peace.

Paul has worked in the financial services industry since 1997. He holds a Masters of Financial Planning, Certified Financial Planner (CFP) and Fellow Chartered Practitioner (FChFP).

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®