Paul is an Authorised Representative of Consultum Financial Advisers Pty Ltd | ABN 65 006 373 995 | AFSL 230323, and he has worked in the financial services industry since 1996.
What drives Paul?
Paul is driven by results – “I like it when I have a concrete goal to meet for a client and then figure out a strategy for accomplishing it”. It is a great thrill to help clients go on a journey to achieving the best possible outcome for themselves. Whether it’s your retirement planning, opening a Self-Managed Super Fund, saving for something special a holiday perhaps or purchasing an investment property. Paul will get to know you and your circumstances and provide advice on how to protect yourself, your family, your income and your assets. By looking at the big picture and assessing your situation he will help to improve your position and set you on the right track to look after yourself and your family giving you peace of mind.
Expertise
Paul shares his wealth of experience and knowledge with clients, to create collaborative and lasting relationships. Paul specialises in the areas of Financial Planning, Risk Management and Insurance, Investment & Retirement Planning, Self-Managed Super Funds and Margin Lending. Paul works together with his clients to understand their priorities and create an individual financial plan to achieve their objectives, delivering on both short and long term goals. Paul believes in a regular review process to track your plan is meeting your objectives and you are in a financial position to take advantage of any new opportunities. Paul places his clients at ease with his straightforward and well executed retirement plans.
Away from work
Paul is married with two teenagers and enjoys spending quality time with his family and friends and planning the family vacation each year.
