Abbotts Wealth Management (AFSL 303138 & ACN 105 243 730) in affiliation with Abbotts Chartered Accountants and Abbotts Finance Brokers can provide you with the expertise in the areas of wealth management that are not practical or economical for you to personally develop yourself. Our qualified Financial Advisers listed below can assist you with your wealth management.
Briony joined Abbotts Wealth Management in August 2016 after completing her Masters in Financial Planning. She completed her Certified Financial Planner program in 2018 and she is now a Certified Financial Planner (CFP). She has been in the financial services industry since 2005 and has previously worked in Zimbabwe in money market dealing, portfolio management and stockbroking. Since re-locating to Australia with her husband in 2013, she has mainly worked in financial planning. She strives to help clients to meet their financial objectives by providing the best professional advice.
Paul joined Abbotts Wealth Management in April 2012 and he is one of the owners and directors. He has been an Investment Adviser since 1995, a Financial Adviser since 2002 and a Certified Financial Planner (CFP) since 2004. Paul is also a Self-Managed Super Fund Specialist Adviser.
Paul has extensive knowledge of strategies in the provision of strategic financial solutions to clients including wealth accumulation, investment, superannuation (including self-managed and corporate super funds), debt reduction, retirement planning (pre and post retirement), social security, personal risk management (for individuals and business owners) and estate planning.