Financial planning has been a part of my life since the year 2000.
Previously I served a career in the aviation industry. From the age of 18 through to 37, I worked as a Flight Service Officer. My responsibility was to communicate with aircraft that operated in regional Australia and ensure their safe travels. Over the course of my career I spent time working in Port Hedland, the Cocos-Keeling Islands and at Perth airport.
In 2000, Air Services conducted a restructure and I made the decision to move into Financial Planning. Initially I worked with a large Perth firm, until taking up a shareholding in Financial Framework in 2014. Over the course of my financial planning career I have met and helped a wide range of people. In particular, I have enjoyed working with people in pre and post retirement. I’ve found that there is a great degree of satisfaction to be gained from helping people transition to a life in retirement. Superannuation, business succession, personal insurance, pre and post retirement advice and strategies to maximise Centrelink benefits all make up part of the increasingly complex landscape that Paul likes to call home.
So, having worked in a variety of roles and raised 3 children, I feel like I have walked in the shoes of my clients. This places me in a great position to provide comprehensive and appropriate advice to all my clients.
Most of my clients come to learn that I have a burning passion for health and wellness. No, I’m not a yoga guru, but I do enjoy keeping tabs on my health progress and doing good with my goals.
Over the last couple of years I have been involved in a charity bike ride called the Ride For Youth. This ride raises funds for Youth Focus, a charity which supports young people and their mental health. I’ve also been leading the charge on developing our wellness services to clients approaching retirement.
I strongly believe that it’s just as important to be well in retirement as it is to be well off financially.