Summary

Hi, I’m Paul, a financial planner with a passion for making the complex financial world simple. My expertise lies in pre- and post-retirement strategies, superannuation, investments, and wealth protection. I’ve had the privilege of working with a range of financial scenarios. From high networth families to business owners, I’m at home working with complex financial scenarios like SMSF’s and family trusts. I’ve seen what works and what doesn’t, so you don’t have to. To offer you the best advice and guidance maintaining a high level of technical proficiency is critical. My academic journey starts at the University of Wollongong, where I graduated with Bachelor's degrees in Law and in Commerce (Accounting) with distinction. I’ve also recently finished a Masters in Financial Planning, one of the highest qualifications in the profession. I was thrilled to be a finalist for the 'Young Adviser of the Year' award at the IFA Australia event in 2020 and again in 2021. It's a testament to my commitment to helping you achieve the best financial outcomes. When I'm not crunching numbers, you'll find me breaking a sweat at the gym or hitting the pavement for a run. But my real joy comes from spending quality time with my amazing wife, Kirsty, and our furry friend, Archie. So, if you're ready to take control of your financial future I'm here to help. Paul