Authorised Representative of Consultum / CFP® professional
Paul has been a Financial Planner for over twenty years and has extensive knowledge in the areas of Financial Planning, Risk Management and Insurance, Investment & Retirement Planning, Self-Managed Super Funds and Margin Lending.
Paul works together with his clients to understand their priorities and create an individual financial plan to achieve their objectives, delivering on both short and long term goals. Paul believes in a regular review process to track your plan is meeting your objectives and you are in a financial position to take advantage of any new opportunities. Paul places his clients at ease with his straightforward and well executed retirement plans.
Financial Planning Administrator
Nicole works along-side Paul and handles all of the administration for Account(able) Financial Planners. She is currently completing her Diploma in Financial Planning to expand her understanding of the financial services industry, clients, products and legislation.
Including research and analysis, and implementing a financial plan. Working in the Accounting industry for over ten years, Nicole has performed many roles including Personal Assistant and Self-Managed Super Fund Assistant providing a high level of service to clients.