Paul is highly qualified, bringing a wealth of experience gained from a diverse career in finance. He holds a business degree from Swinburne Institute of Technology and is a Fellow of the Institute of Chartered Accountants (FCA), having previously worked at KPMG.
Furthering his expertise, Paul also holds the Certified Financial Planner (CFP) qualification. His professional journey includes roles as an Institutional Broker at Merrill Lynch and Financial Adviser positions at JBWere and UBS before joining Ord Minnett.
Paul specialises in providing comprehensive advice in superannuation, taxation matters, and financial planning, including estate planning, to assist individuals and families in achieving their financial objectives.
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