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Paul Lindley

Sterling Grange Financial Planning

Gold
22 Yrs Experience
Wagga Wagga, NSW 2650

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 St
Wagga Wagga, NSW 2650

Licensed by

Spark Advisors Australia

AFSL 380552