Paul Farrington

Retireinvest Northern Rivers

Gold
22 Yrs Experience
Lismore, NSW 2480
I have been providing personalised advice to clients for over 20 years. I am a Certified Financial PlannerĀ® 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 Superannuation strategies Retirement planning Centrelink entitlements Estate planning 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.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • 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 Gold
  • Rating 5.00
  • Number of reviews 59
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Retireinvest Northern Rivers

Level 1, 106 Molesworth St
Lismore, NSW 2480

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

5.00
59 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 59

Sort by

5.00

"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."

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

"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."

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

"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."

  • Government Assistance
  • Superannuation
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have found dealing with Paul to be very easy. His office staff are always very helpful."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Paul to be very helpful over the years. We have recommended him to our family and friends."

  • Government Assistance
  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has been very helpful when dealing with Centrelink and preparing for retirement. I have found him to be very ethical in our dealings."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Easy to understand. Things have exceeded our expectations."

  • Government Assistance
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has been our Adviser for many years now. He is very approachable and responds quickly to any questions or problems that we have. We are more than happy to recommend him to family and friends."

  • Government Assistance
  • Superannuation
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 59

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Certificate in Applied Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
Australian Executor Trustees
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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