Principal Adviser, Director
Paul has over 34 years experience in the financial services industry and has held a variety of positions serving on board of advice teams for OnePath risk insurance and MLC Protection.
Paul is passionate about his work, in particular the personal client contact and the relationships he has forged over the years with his clientele on a business and private level. Paul’s philosophy has always been to develop long term partnerships with his clients built on trust and mutual respect.
Paul holds an Advanced Diploma of Financial Services (Financial Planning), Chartered Life Practitioner and Fellow Chartered Financial Practitioner.
Besides providing outstanding financial advice, Paul's other passions include boating/yachting, cycling, photography and being a proud and doting grandparent.
Paul is always involved in the local community through positions and memberships with Rotary Club and South of Perth Yacht Club to name a few.