Paul is the Managing Director and proprietor of Strategic Wealth Partners. He is a Certified Financial Planner (CFP)) with an Advanced Diploma of Financial Planning. Paul also is a SMSF Specialist Adviser (SSA). Paul has been a practicing Financial Planner since 1995. Paul worked as a Senior Financial Planner for Westpac for nine years before purchasing a Financial Planning business in Warragul in 2004. In October 2011, he also purchased BHA Financial Planning (formerly Brian Handley & Associates) in Moe. Paul also holds additional qualifications in the specialist areas of derivatives, shares and Self-Managed Superannuation Funds (SMSF Specialist Adviser) and has a special interest in providing structural advice in relation to Estate Planning issues for both individual clients as well as small businesses. Paul is a member of the FPA and SMSFA industry bodies.
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