About Paul

Paul is a director and adviser at Crest. With strong leadership skills, Paul’s focus is on developing and expanding the practice with a service offering to cater to the financial needs of Crest’s clients. His passion for helping others through life’s financial maze is a challenge he has always enjoyed.

Paul has several qualifications including a Bachelor of Commerce (Economics), Diploma of Financial Planning, a Certified Financial Planner (CFP) and a graduate of the Australian Institute of Company Directors.

In his spare time, Paul enjoys traveling with his wife Kerry and supporting local charities and community events with the Crest team.

Qualifications

  • Bachelor of Commerce (Majoring in Economics) from the University of Newcastle
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Graduate of the Australia Institute of Company Directors
  • Justice of the Peace

Areas of Expertise

  • Business Consulting & Strategic Planning
  • Financial Planning
  • Retirement Planning
  • Self Managed Superannuation Funds

Memberships

  • Authorised Representative of Charter Financial Planning Limited
  • Graduate Member of the Australian Institute of Company Directors
  • Member of Financial Planning Association of Australia
  • Member of the Securities Institute of Australia
  • Past Chairman of the Authorised Representatives Association

Industry Recognition and Awards

  • Recognised AXA ‘State Adviser of the Year’ in 2009
  • Received the prestigious Gerald Lippman Award – National Adviser of the Year (Charter Financial Planning) 2009
  • Profiled within a number of industry magazines
  • Assisted and seated on various industry panels and committees