Paul has extensive experience in the financial planning industry and genuinely cares about the impact good planning can have on his clients’ lives. He believes his job is to help alleviate the worry associated with getting your financial affairs under control, whether they be personal or business.

His areas of specialist expertise include personal investment planning, self-managed superannuation, direct equities, gearing, personal risk management and retirement planning.

After more than 20 years of advising, Paul has come to consider financial planning as a career that really looks after people. His approachable, client focused manner and thorough advice has earned him a string of industry accolades. Forward thinking and holistic in his practice, he works not only as an adviser, but also as Director of Business, a large role that sees him actively involved in the day to day running of the DFS.

Paul’s qualifications include a Diploma of Financial Planning, CP4 and Cavendish specialist Self Managed Super Fund accreditation. He is also an ALPA adviser.

Fortnum Private Wealth Awards

• Financial Adviser of the Year 2019

• Guy Carrington Chairman’s Award 2019

• Nextgen Advisor of the Year 2018