Paul Theodore

Aware Super Services

Silver
6 Yrs Experience
Melbourne, VIC 3000
My philosophy is to provide quality financial advice with a high level of care and professionalism.  My goal is to guide you towards realising a secure and rewarding financial future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.65
  • Number of reviews 17
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Aware Super Services

Ground Floor, 570 Bourke St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Aware Financial Services Australia Limited

AFSL 238430

4.65
17 Reviews
5
4
3
2
1
4.70
Clear communication
4.35
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"I highly recommend Paul as a very personable, knowledgeable and professional investment adviser. He explained options clearly and in a timely manner. I feel confident in the advice that he provided and his team has given us friendly and useful follow-up information."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been under Pauls guidance since early 2019 when we decided to streamline our superannuation. We feel very confident in his ability and knowledge. As we head into retirement it is one less worry to have a supportive and trustworthy adviser."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Paul has given me advice in areas including managing debt, preparing for retirement and how to use my superannuation to help fund my lifestyle for the oncoming years. I feel easy now in how to go forward into the next stage of life knowing I will always have support and advice from Paul whenever I require it. I’m very confident that the advice given was right for my immediate needs and for the coming years."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Paul is clearly driven by a desire to help others. He has a positive attitude and an excellent depth of knowledge. He helped us to sort through our choices as a retired couple with an emphasis on retaining a part pension while investing an inheritance. We would be happy to recommend Paul to others who need similar advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Exceedingly happy with Pauls advice with my recent retirement. Through phone consultations, I found him to be very knowledgeable and easy to understand. I would highly recommend Paul."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Paul has given my husband and I advice on our superannuation and retirement funds. His knowledge and experience made us feel very confident that his advice was right for our needs."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul provided advice on my wife and my flexible income retirement plans with Aware Super. He made a number of recommendations to deal with current funding of purchases we planned and with regard to present and future income proposed to ensure maintenance of our lifestyle. He identified opportunities with regard to Commonwealth benefits available. Paul clarified some areas we were a bit confused with and overall we are very confident in his advice."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We found Paul very easy to talk to about our superannuation. He was happy to answer all our questons and displayed a great knowlege and was also fast in getting back in touch with us when we needed him for more advice. We felt very confident that the advice he gave us was right for our needs and look forward to our next review with him."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has given me excellent advice. I was so confused about how to retire and his patience and knowledge have made it so easy and comfortable for me. Paul followed up on all aspects of what we talked about and totally cared about my future welfare. I am very grateful for his advice. His experience in all matters was amazing. He is a very knowledgeable adviser and gave me exactly what I needed."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I was fortunate enough to be introduced to Paul when I was pushed from permanent to casual employment and required urgent direction with financial retirement options. Paul has taken time to know me, my life financial values/preferences and more importantly, I have confidence in his guidance and management. Thanks Paul!"

  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2014
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