Paul Guttridge

Ri Advice Group Pty Ltd

Gold
11 Yrs Experience
Maitland, NSW 2320

Recent reviews

Ri Advice Group Pty Ltd

Unit 1, 11-13 Church St
Maitland, NSW 2320

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 5
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.75
5 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.60
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Paul has been my financial planner and adviser for many years. He has always been well prepared for scheduled portfolio reviews and has always provided sound advice. In addition, he contacts me as required should he consider that a change should be made to my investment portfolio or my allocated pension arrangements."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I was for many years a client of IPAC, and when I moved from Sydney to Newcastle, Paul became my new adviser. However adverse publicity regarding AMP was of concern, and when Paul moved from IPAC/AMP to RI Hunter, I decided to continue my relationship with him. I have felt confident with advice given and investments suggested. Portfolio has grown. Pamela"

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is very efficient and provides me with good and timely advice. He regularly sends me reports of the progress of my fund and I have great confidence in his advice."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Paul very easy to talk to and get along with in general. He explains things simply so that it is easy to understand. Any communication is always answered very promptly and he always has an answer to the most tricky questions. His advice is always up to date and I know that it will have been thought out properly."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Paul is very professional in the explanation of what is happening with the fund .We have every confidence He is doing His best for us."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Paul's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Paul able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Paul's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Paul to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Paul?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Paul provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Paul may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Paul Guttridge
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens