Paul Trinick

Paragon Wealth Management Pty Ltd

4.75
4 Reviews
Gold
22 Yrs Experience
Shepparton, VIC 3630

Recent reviews

Paragon Wealth Management Pty Ltd

26 Welsford Street
Shepparton, VIC 3630

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 4
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Graduate Certificate in Management
  • Language spoken
    • English

My fees

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

Licensed by

Insight Investment Partners Pty Ltd

AFSL 368175

4.75
4 Reviews
5
4
3
2
1
4.70
Clear communication
5.00
Knowledge & expertise
4.70
Customer care
4.70
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Paul has given us advice in areas including, Superannuation, Insurance, Tax Planning, our Self Managed Super Fund and our structure on investments. Paul has always explained things to us in a clear way. Through Pauls knowledge and experience we always come away confident that the advice given was right for our needs. We always receive Pauls full care and attention when we need it."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has the ability to explain things clearly at every level. He has a clear understanding of my superannuation and retirement needs and conveys his thoughts well."

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

"Excellent service- he knows his stuff"

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Paul was very helpful and professional"

  • Government Assistance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Margin Leading and Geared Investments

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

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2019

Graduate Certificate in Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Charles Sturt University (CSU)
Completed
1997

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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