WealthSpan is an international award winning financial advisory firm.
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.
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.
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.'
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.
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.
- Adviser status Platinum
- Number of reviews 32
- First year providing advice 1992
- Years of experience 31
- Master of Business (Banking and Finance)
WealthSpan60 Toorak Rd
South Yarra, VIC 3141
Wealthspan Financial Services Pty Ltd