Paul Wright

Innovus Advice Solutions

Silver
22 Yrs Experience
Fairy Meadow, NSW 2519

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Innovus Advice Solutions

495-497 Princes Hwy
Fairy Meadow, NSW 2519

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Innovus Licensee Services Pty Ltd

AFSL 526954

4.90
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing review 1 of 1

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5.00

"Paul's advice to us has both saved us money in fees, as well as increased our investment returns with his deep knowledge in superannuation, insurances and debt structuring. His advice is easy to follow and Paul is able to break down complex ideas into simple and repeatable actions. You have made an hugely positive impact to our financial future - thank you Paul."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Margin Lending

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Pinnacle Financial Services Academy
Completed
2010

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2010

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2014

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

Certified Practising Accountants Australia (CPA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Associate

Governance Institute of Australia

Membership type
Member

The Tax Institute

Membership type
Associate
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