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Paul Summers

Lilywhite Financial Planning

Gold
17 Yrs Experience
Stirling, WA 6021

Lilywhite Financial Planning

Suite 3, 35 Cedric St
Stirling, WA 6021

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Bachelor of Arts (Accounting and Finance)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256