Paul is a Senior Financial Adviser and a member of the Financial Planning Association (FPA). Paul has worked within the financial planning industry for over 14 years. Prior to joining Investor Wealth, Paul held a position of Senior Financial Adviser with BT Financial Group working with Westpac’s Private & Premium Banking Clients. Prior to BT, Paul worked with global wealth advisory firm, UBS Wealth Management.
Paul holds a Bachelor’s Degree in Financial Planning. Paul prides himself on building trusted relationships with his clients and providing a proactive and bespoke financial advice to enable them to achieve their best financial future.
On a personal note, Paul is a father of 2 young girls, and enjoys all sports, travel, and spending time with family & friends.
To find out more about how Paul can help you to reach your financial goals or retirement needs, please contact our office on (03) 9663 9595. There is no obligation or charge for your initial appointment.