Prior to this, he spent 10 years with the Commonwealth Government in accounting roles, providing a strong foundation in financial management and compliance.
Paul works closely with clients to develop tailored strategies across wealth creation, investment planning, superannuation, pre- and post-retirement planning, estate planning, Centrelink guidance, SMSFs, aged care advice, and portfolio management. His objective is to provide clarity, confidence, and peace of mind, ensuring clients achieve their financial goals with minimal stress.
He holds the Certified Financial Planner® designation, is an Accredited Aged Care Professional™, and has completed a Diploma of Financial Planning, Advanced Diploma of Accounting, and Diploma of Management.
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This webpage has been prepared by Ironbark Private Wealth.
This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.