Paul is a private client adviser in our Melbourne office with 30 years experience in financial services. Paul has a deep technical knowledge of superannuation and Centrelink entitlements. He combines his technical know-how with a passion for tax minimisation strategies to support building and protecting savings and investments for clients.
Paul offers a methodical approach to advice and service. Paul has built excellent relationships with his clients and recognises the need to understand clients beyond their financial position. Paul’s expertise has been recognised in a Securitor “Adviser of the Year” award from a network of approximately 200 advisers.
Paul is an accredited Certified Financial Planner through the Financial Planning Association of Australia and holds a Diploma of Financial Planning.