Hi, I’m Paul and I love helping my clients become happier and more successful. I truly enjoy understanding each client’s values, needs and wants and using my life and finance experience to help them achieve 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 can help families and individuals preserve and grow their wealth by using simple, successful, stress-free strategies and creating a positive space in your life by tidying up your financial world. Dedicated to simplifying the complexity involved in financial management,
Outside of work, I play hockey, read and spend time at the beach with family and friends.