Managing Director - Strategic Wealth Partners
Paul, the Managing Director of Strategic Wealth Partners, is a Certified Financial Planner™ with a Diploma of Financial Planning.
He has been a practicing financial planner since 1995, originally working as a Senior Financial Planner for a major bank before commencing his own business in 2004. He is a member of the FPA.
Prior to his financial planning career, Paul’s experience was in SME business management, placing him in good stead to provide advice to both personal as well as small-medium business clients.
Married with four children, Paul has lived in the Gippsland region for over 45 years.
Strategic Wealth Partners has a friendly team of dedicated professionals committed to ensuring that their client’s needs are their first priority.