Paul has over 30 years of experience in the provision of financial / accounting and taxation advice and over 10 years as a financial planner.
Paul is authorised to provide advice in the following areas:
- Basic deposit products
- Life Insurance
- Government debentures, stocks and bonds
- Managed investment schemes
- Retirement Savings Accounts
- Margin Lending
- Business Insurance
- Defined Benefit Superannuation Schemes
- Self Managed Superannuation Funds
Visit Nexia Melbourne Wealth Strategies for more information.
Bachelor of Commerce
Graduate Certificate in Financial Planning
Registered Tax Agent