Meet Paul Harwood

I am committed to building long-term relationships with clients by providing them with the best in professional advice and personal ongoing service.

My advice services are based on:

  • helping everyday Australians enjoy their retirement, either now or when they ultimately retire
  • regular reviews and meetings with my clients, ensuring the financial strategies and investment portfolios remain fresh
  • pro-active management of clients' portfolios in alignment with the intelligence and recommendations provided by Bridges Research.

I have worked in the financial services industry since 1999. I am a Certified Financial Planner® practitioner and a member of the Financial Planning Association of Australia.

I hold a Bachelor of Commerce Degree (Economics) from the University of Wollongong, a Diploma of Financial Planning from Deakin University and an Associate Diploma in Business (Accounting). I also hold a Certificate in Applied Self-Managed Superannuation Fund Advice.

As an Authorised Representative of Bridges, I assist clients in the areas of:

  • tax-effective investment strategies
  • superannuation strategies including self-managed super funds
  • retirement planning
  • centrelink entitlements
  • stockbroking
  • salary packaging
  • life insurance (life, TPD, trauma, income protection, business expenses)
  • estate planning.

I am backed by a team of leading research analysts and my clients have access to a range of leading Australian and international fund managers as well as listed investments.

Bridges Wollongong City Financial planning team

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