Paul has operated in financial markets for more than 40 years, including working as a stockbroker and investment banker in many top London Institutions for more than 15 years, and he brings a wealth of experience and a holistic and innovative approach to financial planning.

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Paul has completed a Graduate Diploma of Financial Planning, Advanced Diploma of Financial Services, a Certificate IV in Mortgage Broking, Margin Lending and is a Self-Managed Superannuation Accredited Specialist.