Paul Bilson

Woodward Nhill Financial Planning

Silver
26 Yrs Experience
Ballarat, VIC 3350
In my role as a financial adbviser I have the privlege of ensuring people can retire with dignity, having the income they need and to be able to enjoy the experiences they wish to explore pre and post retirement. I believe that with the tools I and our team have at our disposal - knowledge, experience and practical thinking, we will create an individual map for each client and their family to guide them on how to get to where they want to go.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our first meeting is at our cost to ensure we wish to work together and then the cost of advice is appropriate for complexity of the issues involved - it may be lower than the normal fee or significantly higher if of great complexity. All fees are discussed and agreed to prior to implementing.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1996
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Woodward Nhill Financial Planning

Level 5, Ballarat Mechanics Institute, 117-119 Sturt Street
Ballarat, VIC 3350

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Paragem Pty Ltd

AFSL 297276

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

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5.00

"Paul has been advising my wife and I for over 15 years. He always provides honest advice in a manner that makes it simple for us to understand."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I couldn’t reccomend Paul enough to anyone. Paul used language that I was able to understand and made understanding my super and long term financial palnning easy to do. He was happy for me to contact him and clarify anything I needed. I felt like Paul was always looking and wanting the best outcome for me. I have and will continue to reccomend him to anyone looking for a good planner and great guy."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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