Authorised Representative of Consultum
CERTIFIED FINANCIAL PLANNER®
Certified Practising Accountant
Paul is a Certified Practising Accountant (FPS) and a Certified Financial Planner® practitioner. He worked as a taxation and business services manager for several accounting firms between 1992 and 2003. In these roles, he specialised in taxation consulting and advising on self-managed superannuation funds. He joined 1Life in 2003.
Paul specialises in advising on tax-effective wealth accumulation strategies and utilising these investments in retirement to receive a tax and Centrelink effective income stream. His business services experience as an accountant make him particularly useful for business owners with complicated structures, often not understood by traditional financial planners. He also specializes in assisting small business owners to make the transition into retirement.
Paul has considerable experience in more advanced SMSF strategies and has worked closely with the GESB Superannuation Fund.
Outside of work, Paul has competed in many endurance events around the world including the Hawaii Ironman, Transalp Mountain Bike race and most of the stage mountain bike races in Australia. He lives close to the office and rides to most client meetings close to the city, so he is happy to come to you if you are nearby and parking is an issue.