Paul Yang

Lionsgate Financial Group Pty Ltd

Platinum
8 Yrs Experience
Lindfield, NSW 2070

Paul Yang is a Certified Financial Planner (CFP®) with over a decade of experience in financial services. His work is grounded in ethics, professionalism, and a deeply client-centred approach to advice.

He specialises in helping high-net-worth individuals, families, and business owners make clear, confident decisions across investment planning, retirement planning, Self-Managed Super Funds (SMSFs), personal and business insurance, business succession planning, and cross-border investment considerations. As a qualified NLP Practitioner, Paul brings a deeper understanding of communication, behaviour, and decision-making to his advisory work, helping clients build clarity, trust, and long-term confidence around money.

Alongside his advisory practice, Paul teaches in the Master of Financial Planning, where he supports the next generation of financial planners through practical and rigorous education in strategic advice, retirement planning, and investment methodologies. He also contributes to the wider profession as an active member of the Sydney Chapter Committee of the Financial Advice Association Australia (FAAA), supporting best practice and the long-term strength of the financial planning community.

Paul is the author of books on money, retirement, and financial decision-making, including The Money Doctor, The Money Script, Super Smart, Self-Managed Super Fund Handbook, 松弛即财富, and 澳洲自营养老金完全手册. His work has been published in both English and Chinese, reflecting his commitment to making financial knowledge clearer, more practical, and more accessible across communities.

Beyond finance, Paul volunteers with the NSW State Emergency Service (SES), contributing his time to emergency assistance and community support.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 20
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualifications
    • Master of Finance
    • Master of Financial Planning
  • Languages spoken
    • English
    • Mandarin

Lionsgate Financial Group Pty Ltd

Unit 114B, 3-11 Burleigh St
Lindfield, NSW 2070

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Lionsgate Financial Group Pty Ltd

AFSL 342766