About Me

Paul specialises in retirement and pre-retirement helping clients navigate the complexity to provide clarity, confidence and certainty.
His process is designed to minimise stress, with simple explanations and implementation made easy.

Paul's most passionate about the impact quality financial advice has, that goes beyond material value.

Experience & Qualifications
- Commenced working in financial services 1997 following his Father's footsteps
- Masters of Financial Planning (MFinPlan)
- Certified Financial Planner (CFP)
- Fellow Chartered Practitioner (FChFP)
- Justice of the Peace (JP)

Outside of work Paul spends most of his time playing squash and loves to travel.