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About Paul
Paul is a Financial Planner for Bridges Financial Services, covering the Loddon Mallee region.
Paul has been working as a Financial Planner since 2007 at the beginning of the global financial crisis and joined Bridges as a Financial Planner in 2022. He enjoys helping clients attain their financial goals and aspirations.
Education and Experience
Paul holds the following qualifications:
- Master of Financial Planning
- Fellow Charted Financial Practitioner (AFA).
What my clients say
When asked about the greatest benefits or value, a client replied with – “Very happy with the advice I received to set up my super account according to my risk profile and life situation. I had several sessions to clarify my goals and reach a mutual understanding of the best location and risk profile for my Super, taking into account the Downsizing allowance.”
Outside of work
Away from work, you will find Paul chauffeuring his children to various sports where he is also involved in coaching, He also enjoys watching the Melbourne Demons at the MCG.
Let's talk
When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.