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