Director & Private Wealth Adviser
Paul’s financial services career spans more than 30 years. He is passionate about helping people achieve their financial goals which led him to start the company that bears his name.
He believes that developing client relationships is where it all starts. He spends time to understand your concerns and dreams. From there, he builds plans for clients that keep financial goals on track over many years.
In his many years as a financial planner, Paul has developed a special interest in assisting small businesses to grow, whether it is setting up employee super or protecting the business owners with life insurance or income protection.
He has also honed his expertise in succession and estate planning over many years of guiding clients with their financial affairs.
Living and working on the Northern Beaches with his family, Paul enjoys a round of golf.