Paul has over 15 year’s experience in the finance industry having started his career after travelling and seeing the world. However, his interest in finance commenced at a much younger age. It was at the age of 10, with the help of a Great Uncle, that Paul purchased his first shares and began doing his own tax returns.
Since joining Prime Partners Financial Planning in 2007, Paul has had the opportunity to develop with some great mentors. With their guidance, Paul has formed a great understanding of how to help clients navigate the ever-changing financial world we live in. It is through strong long-term relationships that an understanding of each client’s personal circumstances is formed and tailored advice can be shaped.
Paul’s areas of expertise covers investment advice, personal insurance protection, retirement planning, superannuation strategies (including Self-Managed Super Funds) and general financial planning to meet the personal goals of his clients. All these skills contribute to confidence in attaining their goals.
Paul is born and bred in the eastern suburbs of Sydney. A good weekend for Paul involves some adventures with his wife and kids, surfing, reading, rugby league and a restaurant with good friends.
Professional Qualifications and Affiliations