Paradigm is a wealth management practice offering strategic financial advice to individuals, businesses and trustees.
We help manage the financial affairs of executives, professionals, business owners and those who operate their own Self Managed Superannuation Funds (SMSF).
Founded in 2003, Paradigm is a privately-owned business, with no product obligations or ties with any institution or bank, allowing us to place the needs of our clients first.
We take a holistic approach to wealth advice, seeking to align investment, risk, retirement and estate planning strategies with our clients's overall goals and lifestyle needs.
Since its inception, Paradigm has worked to stay ahead of the curve and be open to changes. For instance, our early adoption of next-generation Managed Account Service (MAS) technology, a structure that enables more proactive portfolio management and which is responsive to changing market conditions and opportunities.
Key features of our Managed Account Service include: -
- Professionally Managed
- Asset Class Model Portfolios
- Direct Ownership
- Transparent
- 24/7 online access to online reporting
- Flexibility
- Tactical Asset Allocation.
My Key skills include: -
- Financial Advice
- Managed Account Services
- Self Managed Superannuation
- Retirement Planning
- Wealth Accumulation
- Wealth Protection
- Investment Advice
- Investment Administration and Monitoring
- Estate Planning
- Aged Care
At a glance
-
Adviser status
Silver
- First year providing advice 1999
- Years of experience 26
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Paradigm Wealth Management Pty Ltd
Level 21, 8 Exhibition StMelbourne, VIC 3000

Licensed by
Paradigm Wealth Advisors Pty Ltd
AFSL 232459
