Paul is a Senior Investment Adviser with over 23 years’ experience in financial markets across leading commercial and investment banking firms. He provides clients with a hands-on and proactive approach to investment advice and strategic wealth planning.
His expertise spans superannuation, trusts, estate planning and cash-flow modelling, complemented by a strong focus on client education. Paul is highly proficient across a multi-asset class framework, enabling him to access and capitalise on investment opportunities from around the globe.
For the past 16 years, Paul has focused exclusively on ultra-high net worth clients, managing both multi-asset and single-asset investment mandates. He has significant experience advising clients following major liquidity events, including business sales, substantial inheritances and lottery winnings. Paul’s holistic background ensures clients are supported by the right team of professionals during what can be complex and stressful periods, delivering clarity, confidence and long-term peace of mind.
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