Paul Wright
Financial Adviser
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About
Paul Wright is an ASIC-registered financial adviser based in Fairy Meadow, NSW, dedicated to providing comprehensive financial solutions tailored to your unique needs. With a Bachelor of Commerce in Accountancy from the University of Wollongong (1985), and as a Chartered Accountant (CAANZ, 1986) and Certified Financial Planner (FPA, 2003), Paul brings over three decades of experience and a wealth of knowledge to his clients. His commitment to ongoing professional development is demonstrated through certifications including ASX Securities, Margin Lending, Self Managed Super Funds and Ethics & Professionalism in Financial Advice. Paul's extensive qualifications allow him to provide expert advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Paul is also a member of several leading professional bodies, including CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Governance Institute of Australia and the Tax Institute of Australia (TIA). Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Paul Wright can help you achieve your financial goals. Contact Paul today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Paul Wright offer?
Paul Wright offers advice on superannuation, insurance, wealth management, retirement planning, and investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you with all aspects of your financial planning.
What are Paul Wright's qualifications and experience?
Paul Wright holds a Bachelor of Commerce in Accountancy, is a Chartered Accountant (CAANZ) and a Certified Financial Planner (FPA). He has over 30 years of experience in the financial services industry.
How does Paul Wright approach financial planning?
Paul takes a holistic and personalised approach to financial planning. He begins by understanding your individual circumstances, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your financial objectives.
What professional memberships does Paul Wright hold?
Paul is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA), Governance Institute of Australia and the Tax Institute of Australia (TIA).
How do I get started with financial planning with Paul Wright?
The first step is to schedule a consultation. During this meeting, Paul will discuss your financial situation and goals to determine how he can best assist you. Contact him today to book your appointment.
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