Paul Davis

Account(able) Financial Planners Pty Ltd

Silver
31 Yrs Experience
Bacchus Marsh, VIC 3340

Partnering with Account(able) Financial Planners Pty Ltd is more than just about building and protecting wealth– it is about understanding your needs and goals, and empowering you to take the necessary steps that will help you achieve them.

Our solutions are centered around helping clients navigate through complex financial decisions, build and protect their wealth, as well as help them achieve financial freedom. As your dedicated financial planner, we take responsibility and hold ourselves accountable in ensuring that you stay on track towards reaching your financial goals.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 1993
  • Years of experience 31
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning (Financial Planning, Risk Management, Insurance and Estate Planning)
  • Language spoken
    • English

Account(able) Financial Planners Pty Ltd

97 Main St
Bacchus Marsh, VIC 3340

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176