Authorised Representative of Consultum
Authorised Credit Representative of IOOF Finance Choice
4057 5752
paul@norfolkwealth.com.au
Paul has been practising financial planning in Cairns since 2001. In 2005 Paul sold his partnership in a larger firm to create a boutique practice - Norfolk Wealth. His goal was to work with a smaller group of clients, form long term relationships and provide them with sound, comprehensive advice to help them achieve their life goals.
Paul is an active member of his local community. He is a member of the SES Trinity Beach and the Cairns SES Vertical Rescue Team. He is also a regular donor and a strong advocate of the Cairns Red Cross Blood Bank.
Paul is a registered mentor with the Mentoring for Growth (M4G) program administered by the Department of Employment, Economic Development and Innovation. Paul also holds the position of treasurer on the Financial Planning Association Cairns Chapter committee and Justice of the Peace (Qual) Queensland.
Paul is an authorised representative of Consultum Financial Advisers Pty Ltd, and specialises in giving personal advice in the following disciplines:
- Wealth Creation
- Corporate Superannuation
- Personal and Employer Superannuation
- Investment and Retirement Planning
- Debt Management
- Self Managed Superannuation Funds
- Personal Insurances
- Tax Effective Investments
- Securities (Shares and Managed Funds)
- Portfolio Review Service
- Margin Lending and Geared Investments
As an Authorised Credit Representative of IOOF Finance Choice Pty Ltd Paul can provide advice in relation to;
- Personal & Commercial Mortgage Facilities
- Lines of Credit
- Investment Loans
Qualifications and Accreditations
- Masters Financial Planning (MFP) University of the Sunshine Coast
- Advanced Diploma of Financial Planning (ADipFin) Deakin University
- Diploma of Financial Services Mortgage Broking Intellitrain
- Justice of Peace (Qual) Queensland
- Associate Financial Planner Financial Planning Association of Australia (FPA)
- Credit Adviser™ Mortgage and Finance Association of Australia (MFAA)
- Registered Tax (financial) adviser
- Member Credit and Investments Ombudsman Limited (CIO)
- Member Queensland Justice Association (QJA)
Awards
- 2006 Rookie of the Year My Adviser Pty Ltd (AFSL/ACL 238307)
- 2008 Most Improved My Adviser Pty Ltd (AFSL/ACL 238307)
