Paul Hayden

Tfc Wealth Management

5.00
3 Reviews
Silver
6 Yrs Experience
Marrickville, NSW 2204

Recent reviews

Tfc Wealth Management

Unit 7, 149 Livingstone Rd
Marrickville, NSW 2204

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"As a young person with little knowledge of finances/shares/investing, Paul was a godsend. He explained everything in an easy to understand language that made sense to me and provided excellent advice and guidance. Moving forward, I know I am in an excellent position and my money is being looked after and utilised well. I can not recommend Paul highly enough! Alex from the Gold Coast"

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I realised that if we were going to be smart about our future then we should bite the bullet and finally pay for financial advice. This was a big step for us! We'd heard the nightmare stories. Thankfully we were introduced to Paul through a friend as someone we could trust and rely on, and we haven't been disappointed. Paul takes a detailed deep dive into your hopes and plans, then presents a range of options in a clear, logical, independent way, with as much detail as you are prepared to take on board. He knows everything, saved us money from day one, and communicates super well. He has steered us through this pandemic more than capably."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The best thing about working with Paul was that he listened to my needs and helped me establish my financial goals. He took great care and time considering my current situation and anticipated future requirements of myself and my family. Paul was able to discuss and advise on assets such as superannuation as well as providing direction with financial issues related to my Will. He also spent time reviewing my insurance and advising me, ensuring that I secured insurance that would provide security for my young family. Paul provides personalised service, demonstrates an extensive knowledge across various areas and shows a genuine concern for his clients' best interests."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 5) (Taxation for Financial Advising)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Bachelor of Commerce (Finance and Banking)

Level
7 - Bachelor Degree
Institution
University of Canberra (UC)
Completed
1997

Tax Agents Services Act (Commercial Law) (TASACLv1)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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