As the National Head of Operations, Paul is responsible for overseeing all aspects in relation to the day to day operations of the financial planning business and General Insurance operations.
Delivering great advice doesn't happen by accident. We are committed to doing all we can to help clients realise their goals and we do this by implementing processes that deliver great experiences.
Education and experience
Paul has 16 years' experience in project management and administration with Westpac Banking Corporation. Upon leaving Westpac in 1999 he joined the Gannon Growden Schonell Group, a leading Western Australia Financial Planning business, as General Manager. In 2007, Paul was seconded from Gannon Growden Schonell to become a Project Manager for Shadforth Financial Group in the merger of several financial planning firms from around the country, including Gannon Growden Schonell. In 2010, following the completion of the Shadforth merger project, Paul took up the position of State General Manager for Western Australia for Shadforth Financial Group.
Paul holds a Graduate Certificate in Business and a Certificate III in Mortgage Lending.