Paul Glennen

Ausure Financial Group (Victoria)

Silver
18 Yrs Experience
Echuca, VIC 3564
Senior Adviser at Ausure Financial Group (Vic) Pty Ltd paul.glennen@ausure.com.au We help people to make smart informed financial decisions so they can confidently make, grow and protect their funds to achieve their lifestyle goals. Mission: Our purpose is to help the people of Echuca and surrounding districts to achieve their financial and lifestyle goals by providing them with high quality financial advice and services. We do this by: • Educating and coaching our clients on their available options so they can make informed financial decisions; • Supporting our clients with unbiased, concise and plain English guidance on making, growing, protecting and maintaining their wealth as they journey through life; • Keeping abreast of latest financial industry knowledge, conditions and strategies to ensure our clients benefit from up-to-date advice; and • Maintaining a lifetime partnership with our clients to ensure their financial objectives and lifestyle goals are ultimately met. Description Our vision is to become Echuca and surrounding districts’ foremost provider of financial advice, renowned for our down-to-earth and caring approach, our depth of expertise, our helpful public education program and our continued success in helping our clients achieve their financial goals.

Expertise

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

My fees

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

Upfront fees are negotiated with each client and fees are charged according to the level of complextity in the advice provided.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 13
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Ausure Financial Group (Victoria)

186 Annesley St
Echuca, VIC 3564

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996

4.90
13 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"Always happy to help, readily available, friendly & knowledgeable. Paul has helped me financially plan for the future ahead."

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

"I don't do reviews"

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

"Paul has been very helpful explaining our super. We feel very confident that he will manage our super in the best way possible and is always available to us for attention"

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

"Paul has been working with me for the past 7 years and has always been honest with his explanation of what I could achieve with my financial strategies. I trust Paul’s knowledge and experience of the financial sector. I have always received Paul’s full care and attention when I have needed it."

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

"I highly recommend Paul Glennen and his team to anyone who needs financial advice. His professionalism and commitment his clientele is to be commended. I could not have asked for a better financial advisor. Thank you Paul. :-)"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2004

Professional Memberships

Australian Financial Complaints Authority (AFCA)

Membership type
Member

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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