Paul is passionate about helping clients understand the consequences of the choices they make, so they can make informed choices. He wants his clients to have more time to pursue their unique version of happiness.
Clients get to leverage off his lived experiences/learnings, so they can enjoy life and focus on what really matters.
Paul has a passion for financial history as history is not repeated, but it does rhyme. There’s nothing new under the sun, so act accordingly. Outside of work, Paul tries to keep up with my wife and girls is on the weekend, loves being outside, working in the backyard or enjoying nature. Paul a Carlton tragic & a lover of all things Italian!
Expertise
My fees
Flat fee based on the complexity of work. No Commissions or third party payments. I only get paid from the client. First Meeting is on Roskow, our minimum ongoing fee is $6,600 pa.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 26
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
EQ8 Private Wealth
Level 1, 1121 High StArmadale, VIC 3143
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892