Paul Benson

Guidance Financial Services Pty Ltd

Gold
23 Yrs Experience
Essendon, VIC 3040
Thanks for taking the time to read my profile. I am a Certified Financial Planner with the Financial Planning Association of Australia. I am the proud owner of Guidance Financial Services, a boutique financial planning practice based in Essendon, just out of Melbourne. We currently manage around $110million in investments for our clients, providing bespoke financial planning strategies which are highly personalised. We partner with our clients to work towards their goals. Often clients join Guidance when they reach a point in their professional life where they are earning a significant income, but have recognised that that income isn't translating into meaningful wealth for their future. You might want to check out our podcast - Financial Autonomy.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Guidance Financial Services Pty Ltd

Suite 11, 207 Buckley Street
Essendon, VIC 3040

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Sprout Financial Pty Ltd

AFSL 495546

4.95
5 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Very happy with Paul and his service. As first time investors, his advice and information has been invaluable."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would not hesitate to recommend Paul to family and friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with Paul's assessment of our financial poisition and understanding what our goals are and then being able to implement a plan to work towards achieving our financial objectives. We feel like Paul is working for our best interests."

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

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1997

Certified Financial Planner (CFP)

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

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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