Paul Birch

Pacific Wealth Pty Ltd

Silver
23 Yrs Experience
Sydney, NSW 2000

Recent reviews

Pacific Wealth Pty Ltd

Level 26, 44 Market St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday
  • 9:00am – 3:00pm Saturday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Advanced Diploma of Accounting
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Pacific Wealth Pty Ltd

AFSL 528085

5.00
3 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—3 of 3

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5.00

"I am fully satisfied with the advice and guidance I have been given. He has assisted me to build my wealth, create my investment portfolio, educate me about finances, and is very supportive in bridging the gaps I have in managing my financial affairs. Feel for the first time I am in control of my financial destiny!!"

  • 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
Showing reviews 1—3 of 3

Qualifications & Training

Advanced Diploma of Accounting

Level
6 - Advanced Diploma, Associate Degree
Institution
TAFE Higher Education NSW
Completed
1999

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2013

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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