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Reviewer opinions
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Reviews
4.9
out of 5 starsBen
35-45 years old"Paul's advice to us has both saved us money in fees, as well as increased our investment returns with his deep knowledge in superannuation, insurances and debt structuring. His advice is easy to follow and Paul is able to break down complex ideas into simple and repeatable actions. You have made an hugely positive impact to our financial future - thank you Paul."
11 Mar 2021Videos
My Expertise
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Budgeting
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COVID-19 Early Super Access PRO BONO
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COVID-19 Financial Hardship
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Redundancy
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Gold
- Years Experience
- 21 Years
- Highest qualification
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Certified Financial Planner (CFP)
- Industry Memberships
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4 total
- Address
- 495-497 Princes Hwy
Fairy Meadow, NSW, 2519 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Innovus Advice Solutions
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
INNOVUS LICENSEE SERVICES PTY LTD
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Licensee owned by
INNOVUS LICENSEE SERVICES PTY LTD
My Qualifications
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Certified Financial Planner (CFP) (2014)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association (FPA)
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Certificate IV in Financial Services (Finance and Mortgage Broking) (2014)
Level of Qualification: Level 4 - Certificate IV
Institution: AAMC Training Group
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Self Managed Superannuation Funds (SMSF) (2010)
Level of Qualification: Training / Exam / Other
Institution: Pinnacle
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Margin Lending (2010)
Level of Qualification: Training / Exam / Other
Institution: Pinnacle
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Australian Securities Exchange Securities (2010)
Level of Qualification: Training / Exam / Other
Institution: LPAC Online
My Memberships
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Certified Practising Accountants Australia (CPA)
Level of Membership:
Associate
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Governance Institute of Australia
Level of Membership:
Member
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Taxation Institute of Australia (TIA)
Level of Membership:
Associate
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Financial Planning Association (FPA)
Level of Membership:
AFP
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
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N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Ben
35-45 years old"Paul's advice to us has both saved us money in fees, as well as increased our investment returns with his deep knowledge in superannuation, insurances and debt structuring. His advice is easy to follow and Paul is able to break down complex ideas into simple and repeatable actions. You have made an hugely positive impact to our financial future - thank you Paul."
11 Mar 2021Customer opinions
Like to know more?
I'm committed to providing quality service and meeting your needs.
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