Born in Gundagai, Paul is a local to the Riverina and Snowy Mountains areas of NSW.
Paul has a degree in Business Administration from Sydney University and holds the advanced diploma in financial
services and has met all the compliance and legal requirements to continue as a registered financial planner. Paul is
also a member of the SMSF Specialist AdvisorTM (SMSF association) and holds various roles and memberships in his
community.
Paul has been a qualified Financial Planner for the last 20 years. His work experience is varied and includes a
number of different roles in financial planning, funds management and business analysis. He spent 3 years in
Sydney from 1998 with MLC investments and also two years in London working as a business analyst. A 10 career
with the Nab bank and 13 years with RSM Financial Services Australia completes his Resume.
Now making the move to Sterling Grange Financial Planning and becoming a director of the financial planning
business alongside Carl, Jake, and Nick cements Paul's commitment to providing professional initial and ongoing
advice to clients.
The Sterling Grange business ethos is providing advice in an open and transparent manner to ensure clients fully
understand options of any advice provided. Paul enjoys giving advice to both individuals, families and business
owners to help protect and grow wealth. Taking the time to understand client’s unique circumstances is the
centerpiece of any advice given.
Paul has advised many clients and business owners on transitioning to retirement and entering and exiting
businesses. He is looking forward to continuing to provide this high level of service and advice in his role with
Sterling Grange Financial Planning.
While Paul services clients in many different professions, his background is in farming, with his brother still running
the mixed family farm he grew up on in the Riverina.
Paul currently lives on a 450-acre farm at Borambola via Wagga Wagga NSW with his wife Emma and 2 young
boys.
At a glance
-
Adviser status
Gold
- First year providing advice 2004
- Years of experience 22
-
Highest qualification
- Bachelor of Business Administration
-
Language spoken
- English
Sterling Grange Financial Planning
16 Fitzmaurice StWagga Wagga, NSW 2650
Licensed by
Spark Advisors Australia
AFSL 380552