Paul Holly

Evolve Wealth Management Pty Ltd

Gold
23 Yrs Experience
Osborne Park, WA 6017

Recent reviews

Evolve Wealth Management Pty Ltd

Unit 6, 172 Main Street
Osborne Park, WA 6017

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Gps Wealth Ltd

AFSL 254544

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"My wife and myself met with Paul in November 2018. We were recommended to him through a friend. I investigated him and found he was reputable and decent. However I was extremely sceptical, feeling that this could be just another bill to pay. We had been treading water for many, many years not really improving our financial position. Within the first 30 minutes of our meeting I felt completely comfortable that Paul was only here to help. He considered our position and went away to create a plan. This was presented in a straight forward no tricks, no secrets, plain English proposal so we were able to fully understand his strategy. We made the decision to proceed, not only because it made sound financial sense, but because Paul is such a sincere, caring, honest and likeable bloke. Really does know what he is doing. We are now extremely comfortable that our goals for our family and retirement are in hand and secure. I sincerely cannot recommend him highly enough."

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

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
1991

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1998

Margin Leading and Geared Investments

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

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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