Paul Greenwood

WealthSpan

Platinum
30 Yrs Experience
Camberwell, VIC 3124
WealthSpan is an international award winning financial advisory firm. www.wealthspan.com.au Book a meeting with Paul: https://calendly.com/paulgreenwood

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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 4.75
  • Number of reviews 32
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualification
    • Master of Business (Banking and Finance)
  • Language spoken
    • English

WealthSpan

Level 3, 2-6 Railway Parade
Camberwell, VIC 3124

Licensed by

MCA Financial Planners Pty Ltd

AFSL 223610

4.75
32 Reviews
5
4
3
2
1
4.90
Clear communication
4.70
Knowledge & expertise
4.75
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 32

Sort by

5.00

"Review with Paul was highly effective. Paul clearly listened and ensured his advice was relevant and meshed the legal & financial context of the Australian Super framework with our personal situation. We felt confident in the advice and the action plan."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul has given us advice on managing our assets and self managed super funds over the last few years. His detailed explanations supported by his well researched studies have enabled us to make important financial decisions with confidence as we embarked on the next chapter of our lives post work and running our business. The data and evidence he supplies to support his recommendations has made us more relaxed and confident in making these important decisions. His periodical reviews are robust, thorough and we enjoy the learnings during these sessions from Paul's research and experience. Professional and friendly, Paul and his team are a pleasure to deal with."

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

"Paul has given me advice in self managed super fund. Paul was always able to explain things to me in a clear way.I feel very confident that the advice given was right for my needs. I usually received Paul's full care and attention when I needed it.'"

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

"paul has advised us on our strategic financial goals and management over the last two years and his advice has been invaluable in allowing us to plan our financial future."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"Paul is exceptionally knowledgeable and has a deep breadth of subject matter expertise. He is reliable, attentive, responsible and extremely professional in the way he deals with us. We highly recommend him to our colleagues and friends."

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

"Paul is an excellent financial adviser and is upmfront inb all of his dealings. Highly recommrnded !!"

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul & his team helped us along a new superannuation cost effective path that has many benefits over previous advice we'd used. As a retired couple, we would recommend Paul & his staff to all self funded retirees who wish to sleep easy in retirement and not be burdened with difficult decisions. Regards, Paul & Sue"

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We reached out to Paul for an independent view of our situation leading into retirement. He has given us peace of mind that our strategies, with fine tuning, will provide us with security for our future."

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

"We were concerned about charges and performance of our super fund. We contacted Paul Greenwood made an appointment whereby we discussed our concerns and also what we required. Paul arranged a plan for which we checked and decided it was best for us. We now feel confident that we are now covered and supported by Paul in all our finances in the future."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul is a very knowledgeable and competent advisor who always demonstrates a very high level of professionalism and accountability. I have no hesitation in recommending him to clients of my legal practice as well as friends and acquaintances. I have every confidence in the professional attention to detail and capability of Paul to meet the individual needs of clients from a wide variety of backgrounds needs and levels of financial understanding."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 32

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Master of Business (Banking and Finance)

Level
9 - Masters Degree
Institution
Monash University (MON)
Completed
2015

Graduate Certificate in Banking and Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Swinburne University of Technology
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

CFA Institute (CFA)

Membership type
Associate

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Paul's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Paul able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Paul's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Paul to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Paul?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Paul provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Paul may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Paul Greenwood
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens