Paul Moran

Moran Partners Financial Planning Pty Ltd

Gold
27 Yrs Experience
Carlton North, VIC 3054
Paul is a previous winner of the IFA Australian Financial Planner of the Year, a three time member of the AFR Smart Investor Top 50 Master Class and was a Practitioner Award Winner while lecturing with FINSIA. His commitment to further education sees him currently completing a Doctorate, where his thesis focuses on financial decision-making. Moran Partners Financial Planning is an award-winning, fee for service, Melbourne-based advice practice. This partnership brings together financial planners who are committed to the constant development of skills, knowledge, understanding and qualifications. We aim to provide a level of service that is genuinely client focused. We achieve this by behaving more like professional practitioners than business people. Your profit is more of our focus than our profit, and we like nothing more than when clients tell us they feel a part of our family. Our practice principal Paul Moran strongly believes that the key to succesful financial planning is an absolute focus on our client's goals and objectives which can only be achieved where any form of vested interest is removed from the process. For this reason, we hold our own Australian Financial Services Licence (AFSL) free from any financial institution's influence. Our client's best interest has always been our primary concern.

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualifications
    • Master of Business Administration
    • Master of Taxation and Financial Planning
  • Language spoken
    • English

Moran Partners Financial Planning Pty Ltd

767a Nicholson Street
Carlton North, VIC 3054

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Moran Partners Financial Planning Pty Ltd

AFSL 428848

5.00
4 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—4 of 4

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5.00

"He listens, understands what we are aiming for and offers practical and clearly understandable strategies that work. Regular follow -up consultations keep us on track."

  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul understands the financial world; he is committed to quality service. He is able to tailor his advice to meet customers' specific needs. He treats his clients as people not products."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Wills & Estates

Qualifications & Training

Master of Business Administration

Level
9 - Masters Degree
Institution
Deakin University
Completed
1995

Master of Taxation and Financial Planning

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2011

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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