Co-Founder, Director, Wealth Advisor
Hi, I’m Paul and love helping my clients become happier and more successful. I truly enjoy understanding each client’s values, needs and wants and then using my years of finance (and life) experience to devise and manage financial strategies to help them live their dreams.
I have spent over 23 years gaining experience in banking, investment management, business ownership and financial planning and hold a Bachelor of Economics, Master’s in Business – Finance and a Diploma of Financial Planning. I am also a Fellow Chartered Financial Planner with the Association of Financial Advisors and a Registered Tax (Financial) Adviser with the Tax Practitioners Board.
I am also passionate about helping business owners meet the demanding challenges of entrepreneurship and so recently started “UncommonCents” – a free forum for business owners to share and learn from the real life stories of successful business owners.
Outside of work, I have been married for over 23 years and have two beautiful daughters. Both seem to have inherited my passion for sport and education.