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

latest news from bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

View older posts

Portfolio Login

Want to check out your balance or update your details?

login to portfolio

Bridges Financial Services Pty Ltd (Bridges) may use information you provide to contact you to arrange a meeting with a Bridges financial planner to provide you with financial advice or financial products.
As we are part of the IOOF group, the personal information you provide to us will be used in accordance with our Privacy policy.