Director & Authorised Representative
Paul was born in the UK and immigrated to Australia in 2009. He enjoys meeting clients and believes maintaining an ongoing relationship with them is the only way to ensure they remain correctly financially planned through the various stages of their lives.
His belief in holistic financial planning means clients are catered for across all areas of financial planning. Paul ensures his clients achieve their financial goals using tax and investment strategies with good quality, cost effective products. Due to his background Paul is in the beneficial situation of fully understanding UK personal pensions and the UK State pension scheme.