Paul has over 30 years of experience in the provision of financial / accounting and taxation advice and over 10 years as a financial planner.
Paul is authorised to provide advice in the following areas:
- Basic deposit products
- Life Insurance
- Government debentures, stocks and bonds
- Managed investment schemes
- Retirement Savings Accounts
- Margin Lending
- Business Insurance
- Defined Benefit Superannuation Schemes
- Self Managed Superannuation Funds
Visit Nexia Melbourne Wealth Strategies for more information.
Bachelor of Commerce
Graduate Certificate in Financial Planning
Registered Tax Agent
Authorised Representative of Count Financial Ltd
(ABN 19 001 974 625, AFSL No. 227232)
Please note, taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.