I have been providing personalised advice to clients for over 20 years. I am a Certified Financial Planner® professional with the Financial Planning Association of Australia (FPA) and hold a Diploma in Financial Planning from Deakin University.
Extensive experience working for the Australian Taxation Office (ATO) and Centrelink enables me to formulate pre-retirement and retirement strategies that look to maximise Centrelink entitlements and minimise personal taxes and any potential estate taxes.
As an Authorised Representative of RetireInvest, I am able to assist clients in the area of:
Tax-effective investment strategies
We are backed by a team of leading research analysts and clients have access to a range of leading Australian and International fund managers as well as listed investments.
I am committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.
Nice feeling to know that our money is being managed and we have sufficient income to meet living expenses. We are very comfortable with the advice provided and what Paul has done for us.
We are very happy with the service & advice that Paul & his staff at Bridges have provided over recent times. His knowledge of Centrelink was very helpful and we were able to achieve a favourable outcome when dealing with them recently.
I am happy with the way things are going. Paul has been able to implement a strategy that was very beneficial in respect of my Centrelink entitlements and he has provided sound ongoing advice.
I really appreciate the fact that Paul deals closely with my Accountant in respect of my SMSF. I feel very comfortable with the way that he explains things.
We are very happy with the service that Paul provides. We particularly like the fact that he is in contact with our accountant to discuss our situation and action that we should take.
- Adviser status Gold
- Number of reviews 59
- First year providing advice 2000
- Years of experience 22
- Certified Financial Planner (CFP)
Retireinvest Northern RiversLevel 1, 106 Molesworth St
Lismore, NSW 2480
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call