RSM Australia

Our People

Biography

Paul is a Financial Adviser based in the Busselton office of RSM Financial Services Australia. In his role, he provides comprehensive strategic financial and investment advice to a range of clients throughout the South West region of Western Australia.

Paul has a consultative approach to strategy development and portfolio construction which allows his clients to consider their options objectively rather than emotionally and enables better decision making. His strategic and financial solutions provide peace of mind to clients, empowering them to make smart money decisions while minimising unnecessary risks.

“I am passionate about establishing trusting long-term partnerships with clients and ensuring their unique circumstances and goals are catered for via my strong attention to detail.”

Those who will benefit most from Paul's expertise are those who are facing financial complexities in their lives which they wish to resolve; be it recipients of sudden wealth, the cashflow empowered looking to accumulate assets for retirement or clients just trying to gain greater clarity about their financial future or superannuation.

Enjoying nature and watersports is what helps Paul unwind, along with as much chocolate he can get his hands on!

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

Solutions Paul provides: basic_illustrations-06-general_financial_services - Copy.png

  • Investment strategy advice and ongoing portfolio management services

  • Retirement planning strategies

  • Superannuation planning including, Constitutionally Protected Funds (GESB) and SMSF advice

  • Pre-retirement planning incorporating wealth creation and gearing strategies

  • Wealth protection strategies and personal risk insurances

  • Estate planning and wealth transfer

Significant projects

  • Pauls's qualifications and practical experience allow him to provide quality advice across a broad spectrum of financial planning.

  • Provides comprehensive strategic financial and investment advice to a range of clients.

Qualifications

  • Graduate Diploma - Financial Planning
  • Advanced Diploma - Financial Planning
  • Diploma - Financial Planning
  •  Diploma - Finance & Mortgage Broking