Accreditations

Paul continually develops his skillset and expands his knowledge base. As an example, to facilitate the growing complexity around Aged Care, Paul has recently completed a specialist Aged Care accreditation and is in the process of completing the Accredited Adviser program for the Family Business Association, to assist his Family Business clients.

  • Certified Financial Planner (CFP®)
  • Master of Financial Planning (MFinPlan)
  • Specialist Self-Managed Superannuation Fund Adviser (SSA®)
  • Accredited Estate Planning Strategist (AEPS®)
  • Accredited Aged Care Professional™
  • Tax (financial) Adviser -Tax Practitioners Board
  • Graduate Diploma of Applied Finance and Investment (GDipAppFin)
  • Certificate IV in Finance and Mortgage Broking (Cert IV FMB)
  • Barrister & Solicitor of the Supreme Court of Western Australia
  • Bachelor of Law (LLb.)

Specialist Knowledge

Paul applies his broad and specialist knowledge when advising his clients.

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