Paul Sholl

Austin's Financial Solutions

Platinum
12 Yrs Experience
Mona Vale, NSW 2103
I am passionate about making a positive difference to the lives of Australian families. Young, old, single or blended all families can benefit from advice. I also like to break the myth that you need to be wealthy to benefit from financial advice.  I believe in empowering people through advice to achieve what matters most to them in life. My personal passion is helping people, I take pride in finding solutions for my client's needs, including: - cashflow and lending strategies to buy a home or investment property - making sure individuals and families have the right personal insurance cover - bringing superannuation and investment strategies into focus - helping the 45% of Australians who don't have a valid will get one - helping people retire and enjoy life after work - helping people navigate complex Centrelink rules - assisting individuals and families with Age Care strategies and advice - working closely with our Accounting team to maximise your personal situation I look forward to discussing your personal situation in greater detail with a free no obligation initial chat, over the phone (02 9997 4701) in our office, or at a place of your choice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 34
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Austin's Financial Solutions

Suite 606, Level 6, 20 Bungan Street
Mona Vale, NSW 2103

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.95
34 Reviews
5
4
3
2
1
4.90
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 34

Sort by

4.25

"I mostly understand Paul’s advice and look forward to our next meeting to understand my exact financial position."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is always available to clarify any issues. We follow his recommendations."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul helped myself and my in-laws navigate the labyrinth of aged care and how best to fund the Refundable Accomodation Deposit for my father-in-law’s entry into an aged care home. Paul is highly professional whilst maintaining compassion, understanding and empathy. Paul went above and beyond what we expected, my 86 year old mother-in-law enjoyed her first ever zoom call with Paul. I am very confident in saying we would not have received better advice from any other adviser. I highly recommend Paul and the Austin’s team."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is Professional, Friendly, Knowledgeable, Flexible and Always Prepared. He follows things up punctually and caters for individual circumstances. I feel confident in his abilities and trust in his guidance. Thank You Paul & Staff!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul clearly outlines Investment strategies at our yearly reviews and communicates well with changes that need to occur in between these meetings."

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

"Always given me advise on any topic I have bought up. Eg: Investing overseas, balance verses growth management, planning for the future of ageing circumstances, budgeting, things to consider for the future, eg: holidays, wills & funerals."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has provided us with comprehensive financial advise including a range of tax minimisation and investment strategies. He is a pleasure to deal with, has extensive expertise and most importantly he always makes you feel he is acting in our best interests."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Put simply , I Trust Paul. I felt confident and comfortable with Paul from the beginning 5years ago. Paul explains complex matters in a professional but easy to understand manner , and I’m extremely grateful for that. Paul has turned my “ average “ financial future into a “wonderful bright future “ something I could never of managed to do myself. I’m more than happy with Paul’s advise over the years , and I know he is only a phone call away if need advise."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul in all areas of advice has always been approachable, prompt , concise, helpfull and clear. Have been a client of Paul's for 5 years and have been extremely happy with his advise and the outcomes all matters."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In the past 10 years Paul has always been extremely attentive and consistently gone above and beyond my expectations. I have great confidence in his advice."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 34

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2000

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2004

Diploma of Business Marketing

Level
5 - Diploma
Institution
TAFE Higher Education VIC Gordon
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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