Paul is one of the founders of the Partners in Planning Group.
They are a financial planning business that lives by its motto ‘not all financial planners are built the same’.
Paul is determined to have a financial planning practice that would ‘partner’ with its clients over the long term to help them along life’s different stages.
Paul has over 11 years experience in financial services and is the managing Partner of the Partners in Planning Group (PIPG).
Paul sits on the Financial Planning Association (FPA) Education Committee for CFP 1 Ethics in Financial Planning
His qualifications include: Certified Financial Planner(CFP)® Graduate Diploma in Financial Services FINSIA. Bachelor of Business (Finance) Bachelor of Arts Senior Associate of Financial Services Institute of Australasia Associate Financial Planner® (AFP) FPA
About The Company
Partners in Planning is proud to be an Independently Owned Company . We have been founded out of a need to provide client focus advice (opposed from the traditional bank ‘product’ sell) . We are founded as a fee for service practice and strongly support the government’s changes to makes fee for service the only way forward.
We firmly believe in fundamental investing and the protection of your lifestyle. We can proudly put up our hand and say we have NEVER recommended any ‘alternative’ investments like emus or forestry products.
We are small enough to care BUT big enough to be around for the long haul.
Fee Structure depends on the Advice sought . A Quote on the Fee Structure is given after the initial meeting .
Always Appreciate the quality advice given to me from the team
Paul is very helpful and easy to talk to and that makes a big difference.
Being my first time, I found a very professional and very welcoming. All the staff were wonderful and welcoming. Paul and his whiteboard explaining the situation was fantastic. Good luck Paul
Paul is reassuring/transparent and talks in plain English
my husband use to look after the finances and when he couldn't any more Paul has relieved me of all my concerns in my new roll. Thank you Paul
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2007
- Years of experience 17
- Master of Financial Planning
Partners in Planning Pty Ltd241 Koornang Rd
Carnegie, VIC 3163
- 8:30am – 8:00pm Monday – Friday
A Partner In Planning (Aus) Pty. Ltd