Senior Financial Adviser, Wealth
Paul has more than 30 years’ experience in the financial planning industry and is a senior financial adviser at Alteris Financial Group in Brisbane. Paul has completed a Diploma of Financial Planning and is a Certified Financial Planner®. He is a member of the Financial Planning Association, a Graduate of the Australian Institute of Company Directors and a Specialist Self-Managed Superannuation Adviser.
Paul provides ongoing financial advice to a broad range of clients including corporate entities, trustees and individuals. Typically Paul’s clients seek advice to formulate and establish investment strategies and require ongoing advice on the medium to long term management of investment portfolios. Paul has an enviable reputation for quality service, integrity and building strong client relationships.