RSM Australia

Biography

Paul has a strong affiliation with the rural sector in the Riverina, having grown up on a family farm in Gundagai. He enjoys helping individuals and business owners make fully informed financial decisions for their future.

Paul joined RSM Australia Financial Services in June 2013. He has been involved in the investment and financial services industry since 1999, working with major financial services firms in London and Sydney before becoming a financial planner.

Since his career shift to financial planning in 2004 he has gained extensive experience in helping individuals and small business owners to achieve their financial goals. He believes in long term relationships with his clients  to ensure their needs and objectives are relevant with the constantly changing legislative and economic environment.

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

Solutions Paul provides

  • wealth accumulation
  • investment advice and portfolio management
  • retirement planning, including Centrelink entitlements
  • self-managed superannuation funds
  • personal risk insurance
  • succession planning

Significant projects

Paul has worked with a number of individuals, farmers and small business owners to develop wealth accumulation, retirement planning, insurance and succession planning strategies. He has presented at client seminars on topics such as investing, farm succession and estate planning. Paul enjoys being out in the community and has various ties to local committees and associations.

Professional associations

  • Financial Planning Association

Qualifications

  • Bachelor of Management (Business Administration) - University of Sydney
  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • SMSF Specialist Advisor
Publications

Farm Succession - How to Generate Income When Retiring From Your Farm

20 September 2017
One question I am often asked by my farming clients when considering farm succession is... How much do I need to fund my retirement when considering retiring from your farm? The answer to this question is quite complex but it basically comes down to two key questions; What are your spending needs now? and How will they change in retire...

Market Update with William Keenan from Lonsec

27 March 2017
Identifying new opportunities in 2017 Whether you are a beginner, learning the basics of investing in the stock market or a long-term stockholder,  investing in financial markets can be worthwhile, but are often hard to predict, especially in our current financial climate. At this year’s Market Update, held in Wagga, William Keenan of ...

Maximising superannuation when selling the farm

24 August 2015
In my experience a lot of farm owners, when asked what they think of superannuation, will remark ‘my farm is my super fund’.  However what happens when the farm is sold? If the farm is sold to a purchaser outside of the family there will likely be a substantial lump that vendor may need advice on.  If the intent is to retire and yo...
Events

Market Update for 2017 - Wagga Wagga

Thursday, 23 March 2017, 12:00 - 2:00pm
How has our economy faired amongst the political noise? Have interest rates bottomed?  What hurdles will our economy face from global and local trends? NSW has been one of the star-performers in the country. What does the outlook hold for the State? Will the interest rate continue to remain at its historic low? What impact will ...