Senior Financial Adviser, Certified Financial Planner®, B Ec, Grad Dip App Fin.
Financial Adviser, Authorised Rep. No. 293169, AFSL 303138
Abbotts Wealth Management principal objective is to provide high level strategic financial planning services to its clients whilst also offering, where applicable, objective assessment of financial products.
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.
Prior to joining Abbotts Wealth Management, Paul was a founding member of the Your Money Your Future franchise, where he had roles as Senior Financial Adviser and Director of Operations. Paul has also been responsible for managing a diversified client portfolio with funds under advice of in excess of $20M.
Specialisation
Paul specialises in wealth management and risk management.
Paul also has a strong interest in ‘Absolute Returns’ and ‘Trend Following’ investment strategies.
Paul is married with two children and he enjoys traveling.
